Dell Technologies Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: JPR who wrote (37947)	4/15/1998 5:46:00 PM
From: Lucretius	Read Replies (5) of 176387

Wow, while many have tried to guess the derivation of my moniker, your guess is by far the best! Excellent guess! as to your question, I am bullish on world financial mkts. That does not necessarily include every sector or the US mkt or DELL for that matter. I am bearish on DELL for many reasons that I have discussed before. A note for today: Kurlak noted that INTC should have continuing problems based on slower demand for high end machines and that the mkt is moving to the sub 1000 PC. Coincidently, DELL last week made a point to say that they are not interested in the sub 1000 mkt and will be concentrating on the high end. Somebody is wrong. I belive this will be DELL's big mistake that finally brings the stock back to reality, and maybe drops it by 50 t 75%. DELL sells a commodity, boxes, nothing more. they have a business model advanatge due to their JIT/ build to order system, but they to are subject to the changes that I am seeing in the PC mkt. Like I said, I am hearing and reading that DELL is pushing back orders. This is an advance indication of a slow down. Then I look at the chart, tells me DELL is on the way to breaking down in a big way. Then I look at the PE.... well you get the point. Not trying to spread fear because I could be easily wrong. Many have been before about DELL, but I believe this time there will be no run to new highs and many will be greatly disappointed in the coming months. All IMHO of course! -Lucretius

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next