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Technology Stocks : DELL Bear Thread

DELL 129.25

+0.6%

3:59 PM EST

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To: LiveWire who wrote (450)	4/16/1998 3:53:00 PM
From: Ally	Read Replies (1) of 2578

Hi Steven, There's some of this going on... twice more calls than puts. However, I think a more relevant explanation for the "stuck stock price" is the 2 macro changes in Dell's business environment 1. Softening pc industry 2. Competitors catching up with Dell's JIT model. Bulls are saying these macro changes in the environment will not decelerate Dell's historically high earnings growth. Bears are saying, they will, and therefore the stock should be valued at less than the present 50 pe. No amount of analysis or discussions on the bull or bear thread can predict with accuracy the impact of the environmental changes on Dell's historical earnings momentum. Only time will tell. ... place your bets boys and gals..

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