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Technology Stocks : Dell Technologies Inc.

DELL 117.44

-1.6%

Nov 20 3:59 PM EST

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To: zalesky who wrote (58003)	8/13/1998 12:09:00 PM
From: Chuzzlewit	Read Replies (2) of 176387

Gee whiz, Zalesky -- very clever. That's half a dilemma. -->If HWP has a poor report it's bad for Dell (presumably by association) because it shows that the computer industry is under price pressure. So let's fill in the missing horn --> if HWP has a good report it's bad for Dell because it could mean that Dell is losing market share. So things are bad for Dell. That is a complete classic dilemma. But the way to refute a dilemma is to tackle it by the horns. -->If HWP has a bad quarter, it's good for Dell because it weakens one of Dell's major competitors, and --> if HWP has a good quarter it's good for Dell because it means that the PC industry is doing well, so things are good for Dell. Now go to the stock of any company that has performed well. Pick out the stock of a relatively weak competitor in the same sector to use as a bell wether and you can construct the same set of fallacious arguments. Bottom line -- your argument is pointless. Dell will do well based on its fundamentals -- not HWP's. If you want to make some money, pay attention to company fundamentals and leave the popcorn logic to the politicians and TA gurus. TTFN, CTC

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