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Technology Stocks : Dell Technologies Inc.
DELL 129.25+0.6%3:59 PM EST

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To: D.J.Smyth who wrote (165284)5/10/2001 9:41:53 PM
From: t2  Read Replies (1) of 176387
 
D.J. Great post. Sooner or later the market will figure out the current Dell. I am betting it starts before we get into earnings....and they also know it is better to buy before earnings.It is a matter of timing the buy. There is no doubt shorts were all over this stock in April and must have only gotten worse with all the negative commentary.
Dell is positive on the future and that is what helps me make my buy decision.

The fact they don't need to go to AMD is a sign of incredible strength....if they were in worse shape, that would have been a consideration. To me it just shows how strong they are in the PC biz.

I would not even rule out a major upgrade on the stock ahead of earnings. I actually expect it to happen.

30 is not a long shot by sometime next week. That is my expectation. It has stabilized around the 25 level in the face of incredible shorting in the last couple of weeks--which is my guess and it should be proved true when we get the short interest data in a couple of weeks..no doubt in my mind. IMHO, the April increase in short interest may be nothing in comparison to what happened since mid April. I believe this is the month they were covering some of their Juniper type of shorts and taking aim at PC makers like Dell.
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