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Technology Stocks : DELL Bear Thread
DELL 138.940.0%Dec 5 9:30 AM EST

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To: Lucretius who wrote (1228)7/18/1998 4:06:00 PM
From: put2rich   of 2578
 
Not an expert, but if we see some retrace or some big blocks sell then may be the leak that earning growth can not be maintained, or Dell keeps the secret so tight?
My 2 cents that Corp during last Q would have cut down on PCs at high end, to keep up w/ expected profit. Only growth for Dell might be from individual buying which I don't know (but may be good since income was growing).
But I think at this level (120+) the risk of longing Dell is higher than short.
Thanks
I think job market in Silicon Valley is bad, LA area too. Look at those semi like SIII, Trid, CRUS ... they have loss. Or Dell does not buy these semi?
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