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Technology Stocks : DELL CLIMAX SITE
DELL 162.01+0.6%Oct 31 9:30 AM EST

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To: dougjn who wrote (86)7/29/1997 4:49:00 PM
From: Jeff Gurian   of 158
 
Look at what happens, you get off one of these hot sites and your old messages are buried. Guess I have to keep up. Ive been reading alot of these back posts and it seems to be a slug fest between the bulls and bears. The silly thing about all these posts are that everyone agrees that Dell is one great business. I agree that alot of this run up is from momentum buying, but its also obvious that Dell is outperforming its competitors by a large margin. The one thing that I have not seen mentioned yet in any of these posts is the most obvious measure of performance- EARNINGS! We still have a few weeks to wait, but I think they will be able to justify or crush this recent run. If Dell beats estimates again (as they seem to do quite often), I think alot of those short sellers are going to be quite unhappy. Then again, the road runs both ways...
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