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Technology Stocks : Dell Technologies Inc.
DELL 129.98-6.2%Dec 12 9:30 AM EST

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To: stockman_scott who wrote (143271)9/30/1999 8:43:00 AM
From: rudedog  Read Replies (1) of 176387
 
scott -
I think that stock price is driven more by perception than reality - especially the perception of future earnings and growth. That is what pushed DELL so high in the past and that is what is holding it back now.

When investors perceive that DELL has got the plan right to go to the next stage, it will start to go up again. When will that happen? That's the very question I am trying to answer. 4q is typically strong for competitors with a big retail presence like HP and CPQ. DELL has a new initiative to get consumer share. Success of that in 4Q will determine if we go up before the end of the year IMO.

That's my best guess - if you figure it out please let me know.
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