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Technology Stocks : Dell Technologies Inc.
DELL 127.02-0.7%12:32 PM EST

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To: Patrick E.McDaniel who wrote (172403)2/12/2003 9:48:29 PM
From: Sig  Read Replies (1) of 176387
 
>>>Would you buy Dell early before the earnings report or wait until Dell gives guidance?>>>
You know I cant be of much help.
Dell will report even or plus 2 cents
Guidance is poor visibility, but Dell will do better than the rest and so far so good
So Dell should follow the market and thats a major guesswork
War talk really getting hot now, with Friday a critical day
Odds are good that Bushes patience will expire and we go.
We will try for a 4 day War, Israel clobbered 3 armies in 6 days
The first missile reaching Israel and the market will tank. And some Press person will say that, even it its not true
You know how it goes, "There are unconfirmed reports that a (chemical,biological) was launched at...."
And the man saying it is 300 miles from the action listening to an unconfirmed radio report
Then there will be so much dust over the Iraq desert from bombing of missile sites you wont see the ground for 3 days
Michael bgt his 9mm shares at 17 to 18, sold last year for 28 to 29. Good move
I would say buy after the report, might even get it at 19 sometime during the conflict.
If Saddam packs his bags first its a different story.
Sig
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