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Technology Stocks : Dell Technologies Inc.
DELL 119.41-2.7%3:59 PM EST
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To: garrick le who wrote (66447)9/21/1998 1:18:00 PM
From: The Phoenix  Read Replies (2) of 176387
 
Garrick,

Although I agree with some of your reasoning on DELL - at least fundamentally
speaking there are two factors you need to realize. DELL is courted by a large number
of MM's and the momentum and flight to this stock is difficult to argue with. I agree
that PC's are commodities or soon will be. I also have stated on this thread that there are new technologies on
the horizon that will limit PC growth further. BUT, DELL is loved by many and
continues to be - mainly due to a business model that remains unique in their industry.
So, regardless of the market or what competitors will do to match wits - until they do
analysts and MM's will continue to look to DELL as a winner.

Second problem with your reasoning (and I do hold ASND), is that ASND is pushing
it's way up do mainly to specluation of a buy-out by LU. There is easily $5 in that
stock - and maybe even $10 that is specluative. Also, ASND is trading 40% off it's 52
week high...DELL is not. So, the strength you're seeing in ASND and the
flatfootedness in DELL recently is a short term abberition. If you're a short term trader
you should indeed take advantage of this...but I wouldn't suggest that you move a
position out of DELL and into ASND. Rather margin a little DELL for some short term
CALL's on ASND to take advantage of the expected buy-out.

JMO, ;)

OG
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