DELL | Stock Discussion Forums

To: Techie who wrote (103202)	2/19/1999 9:54:00 PM
From: Mohan Marette	of 176342

So the stock is down but it is not like it is the first time now is it? The stock is where it was on Jan 15th,gave up a month's worth of gain,no big deal for some of us who have been in it for more than a month. It is not my problem if you don't follow the company as well as some people on the thread,as for the quote they are all current none more than 10 days old. Now when you get to the that single digit growth forecast you mentioned earlier in the post,let us know.I have a sneaky feeling Forrester Research have a different opinion than yours. Redundant brainwashing,yeah that is a good one, don't think so,most of us are capable of making our own judgements around here without anybody feeding them 'bull or bear' and I suspect most around here have better than a 3rd grade education and can read.The last thing they will buy is my bull s%^t. In other words we are grown men though it is hard to believe some times.<vbg>

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To: edamo who wrote (101625)	2/19/1999 10:11:00 PM
From: Richard Gibbons	of 176342

This is a pretty good argument, edamo. It makes a lot of sense to me. I guess that the main point of contention would be the extent to which a manufacturing business model can cause differentiation to a business. It would be curious if a business model would make a huge advantage over the long term, yet Dell's advantage seems to have been huge, over a fairly long time period. I would think that if there was a huge advantage, everyone would be forced to copy it or die, so the huge advantage wouldn't last. I could see a small advantage lasting, since small advantages aren't so obvious or easy to copy. I'm going to have to think about this. Thanks for your response. Richard

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To: Jim Bautch who wrote (103183)	2/19/1999 10:36:00 PM
From: stockman_scott	of 176342

Tico / Jim: You said: << Take for instance Janus 20, I'm willing to bet Dell is not one of their top holdings, if at all, in the future.>> I disagree with that prediction. The Janus 20 Fund Manager makes BIG bets on leading technology franchise stocks (like DELL, AOL, Microsoft, and Cisco). He is a LONG TERM investor and does not get out of a position completely when the waters get rough. In fact, he may have even bought more DELL. We will know soon. My gut feeling is that the Janus 20 Fund will continue to have DELL as one of their top positions and they will continue to OUTPERFORM the vast majority of large cap growth funds. Some of us are LONG on DELL for the LONG RUN...!!!!! Regards, Scott

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