Dueling Fools
July 07, 1999
Farmers in the Dell
Dell (7/6/99): $37
Michael Dell began humbly selling personal computers while a student at the University of Texas in Austin. Last year his company had revenues topping $18 billion. It's an amazing story, but where does Dell Computer <% if gsSubBrand = "aolsnapshot" then Response.Write("(Nasdaq: DELL)") else Response.Write("(Nasdaq: DELL)") end if %> go from here?
This week we have a pair of Fools with different crystal balls. Yi-Hsin Chang (TMF Puck) believes that shares in Dell's company will go higher while Rick Munarriz (TMF Edible) is looking to flick the power switch off.
Who will win? You will get to decide. After you're done, why not join our 1999 Duel Flashback -- already in progress.
You Get to Vote!
Once you've read the arguments and the rebuttals, it's your time to cast your vote. We'll tabulate results each week and revisit them from time to time to see whether you were right! As always, we invite you to join us in the Dueling Fools Message board to continue the duel.
[Any suggestions, comments, praise, or flames, please send them along to the Dueling Fools Team.]
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The Bull... To me, Dell Computer has been and will continue to be a compelling stock story, but it is especially interesting now considering its share price has come down more than 30% from its 52-week high of $55. Still, Dell's long-term stock performance is nothing to sneeze at. Dell has had quite a run -- yes, it's increased more than 10,000% during that time. Continue... |
The Bear... Arrogance kills. "Our business model has been so resilient that there's almost nothing we can do to screw it up," Michael Dell said two weeks ago at the Forbes CEO Forum in Atlanta. Those are some pretty cocky words for a leader who filed to sell four million shares of the company just five days later. Continue... |
Results for last week's Amazon Duel
| Answer | Percentage |
| I can't make up my mind |
4% |
| TMF Parlay's Bull argument |
50% |
| TMF Edible's Bear argument |
28% |
| They were both excellent |
14% |
| They were both lame |
4% |