Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 149.13

-2.1%

3:59 PM EST

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To: ViperChick Secret Agent 006.9 who wrote (70249)	10/8/1998 10:29:00 AM
From: Rif Kamil, M.D	Read Replies (2) of 176387

Dell falling is predictable given its very high valuations and also because it is one of the few stocks which is STILL in positive territory for the year (still substantially so, even at 45). If I was a fund manager and wanted to show a decent year I would sell DELL, MSFT etc to show positive gains for this year as well. I do not know whether this necessarily says bad things about the company. I think it may signal the expected downturn in the PC business but I also think that it will hit the others (CPQ, GTW, HWP, NEC, ACER etc) even harder in the bottom line (not the stock price) than DELL.(The valuations of those other companies are already low) However, everyone who has held DELL over the past year would be foolish not to think of consolidating some gains before the bottom truly falls out of the market. The collapse of CSCO, DELL, MSFT signals that we are approaching the bottom. Wait till YHOO falls 50-60% to more reasonable levels and the bond yields start to rise. Then we will have bottomed out. Regards Rif

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