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Technology Stocks : Dell Technologies Inc.

DELL 120.60

+1.8%

Jan 9 9:30 AM EST

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To: larry who wrote (42129)	5/14/1998 5:38:00 PM
From: Jim Patterson	Read Replies (6) of 176387

RE: DELL has not disappointed the street for 13 straight quarters and there is no reason to believe it will this time. This may or may not be true. CPQ covered their problems up for over a year before they came to the surface. DELL may be able to do the same. DELL may have no problems at all. I am focusing on the ASP decline in the industry. Every company has experienced it. Is DELL immune? I am focusing on the decline in industry unit over all growth. Is DELL immune? I am focusing on the change in attitude towards the >$1500 PC for both the consumer and corporate markets. Is DELL's resistance good or bad? I am focusing on the lack pricing power INTC has for its high-end high margin chips. Lower priced new chips mean box makers have less to make a high margin on. Is DELL an exception? I am focusing on the Change in tone from MD. Perhaps I am the only one that noticed anything. Maybe I am not immune:)? You maybe right; DELL may be a totally different story. You may also be wrong, as may I :( Trying to pick a top to short is no different than buying too early. Many investors may have never experienced this, as there are so few issues actually in long-term down trends. But if you have ever bought a dip than turned into a trough or a ditch, or a canyon for that matter, You have done the same thing as a short seller being early. In each case, realizing your mistake and cutting your losses quickly is the best strategy. My last SSL on DELL was @ 87, I covered @ 90. I am now back in on HWP's event. Hopefully I will cover with a gain, but if the stock starts up, I will cover quickly again. Most investors have bought a stock only to see it dip 10-15% before the rise comes. It is not a greed situation, I just think the timing is right, and I stand by my forcast for the May report being negative. There is going to be a great I told you so on this one :) Jim

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