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Dell Computer Corporation (DELL) Message Board

  • ksharmon ksharmon Feb 14, 1999 7:18 AM Flag

    roger mcnamee comments on dell from wswe

    Roger McNamee on Rukeyser:

    Louis Rukeyser:
    Roger McNamee is in my judgment about the best man
    alive in the technology area. What
    do you think
    about the Nasdaq moves this past week?

    Roger
    McNamee, General Partner, Integral Capital Partners:
    I
    feel I have a sprained neck from watching the Nasdaq
    this week. Like watching a tennis game with
    your
    head turned sideways. I think we are really in the
    kind of environment where volatility can be
    viewed
    as a permanent part of the landscape. And I think
    the good news here is that the fundamentals
    in
    the technology universe are the best they have ever
    been. I think you have large stable businesses
    that
    are going to continue to grow this year and I think
    you will see in the stock market this
    volatility
    continuously and think people should buy the dips and I think
    that when they get up there,
    if there are stocks
    they feel uncomfortable with they should just sell
    them. �.
    The insight I can give you on Dell is that
    the company continues to gain market share and as far
    as
    the issue of the stock- it's not the growth
    of the stock but rather the expectations that some
    of the
    investors have built into the stock in
    recent months. I would be a buyer of Dell and in fact I
    think
    this would be a good time to be a buyer of
    all the market leading technology stocks.

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    • I agree that Mr Macnamee is one of the best of
      the TV experts. I have followed his advice over many
      years (I am long Dell for the avoidance of any doubt).


      The trouble with the Dell board is that it is taken
      up with messages which are just a waste of time ie
      "Its going to 140 eom".

      The key point for Dell
      investors is what the other investment houses think- we
      have only heard from 3 negatively (including Piper
      Jaffrey some months back)- the Merrill Lynch, CSFB and
      warburg Dillon read comments have not been given much
      coverage. However, we do not have long to wait. Someone is
      right and someone is wrong. Everyone is entitled to
      their opinion. Either BBRS/ Salomon or all the other
      investments houses are wrong.

      Why people think sending
      an email to BBRS will solve anything is beyond me.
      These BBRS guys are simply giving their opinion. They
      do not deserve the abuse they have recieved on this
      board or by email. However, in saying that, the problem
      we all have is that these are never accountable.
      They never lose their jobs for a wrong. As Cramer
      says, in the financial world, NFL stands for "Never
      Fired- Lifetime"

      Best of luck to everyone for
      Tuesday.

    • He didn't seem at all concerned about the situation. And, seeing how he responded, one tend to get this feeling that he's very positive about Dell and all other technology sector stocks.

 

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