Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 138.58

-1.5%

3:59 PM EST

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To: B.J. Lee who wrote (82619)	11/28/1998 8:52:00 PM
From: Uncle Frank	of 176387

>>DELL did not even have decent pre-earnings run up this time ??? Looked like a strong runup to me Factors in the current stall (all of 16 days): 1. Disappointment that dell only beat earnings by .01. But judged any other way than by the "whisper", it was a fantastic report. 2. CPQ announced entry into the direct sales foray at a perfect time to put a damper on the earnings release. 3. Sector rotation into e-commerce has kept the momentum and leverage crowd pretty busy. All in all, a great time to accumulate dell and wait a few weeks for the market's inevitable recognition. Cisco sat for a while after earnings, built a base and then blasted off. I feel confident dell will do the same. Frank

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