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Technology Stocks : Dell Technologies Inc.
DELL 119.56-3.5%3:36 PM EST

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To: Frank Ellis Morris who wrote (94895)2/5/1999 11:11:00 PM
From: BGR   of 176387
 
Frank,

I was thinking about your post and this is what I came up with:

The SI DELL thread probably has 100 regular posters, whose average holdings in DELL (not net worth) is perhaps somewhere in the 6 figures. With WBM tilting the averages, let's make the average holdings a cool 1 million. For each poster let's say there are 10 lurkers with similar portfolio and general attitude towards the stock. So in all, the thread controls $1 billion in DELL equity at best. Which is less than 1% of DELL's market cap. And most of the threaders buy-and-hold anyway and trade very little.

From this I conclude that your broker friend was either pulling your leg or is using a completely useless metric in judging market sentiment wrt a particular stock. In fact, limit orders and open option positions will be a much better metric I think. I would not be paranoid about publishing my trading strategies in SI.

-Apratim.
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