Dell Technologies Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc.

DELL 122.46

-8.5%

Nov 17 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Hector who wrote (98464)	2/12/1999 10:35:00 PM
From: Brian Malloy	Read Replies (1) of 176387

It is important to remember that "intellectual honesty" may have little or nothing to do with "intellectual correctness" shall we say. If analysts that spew forth intellectual trash are consistently wrong they do have some value. Simply do the opposite. It would appear that the two analysts with negative comments regarding DELL are perhaps the two analysts with the least amount of credibility and therefore the least to loose by unleashing their swill on the street. They don't have a clue, they are simply gamblers hoping they make a call that finally comes through one day so that they can beat on their chest and proclaim that they called a turn in DELL. For your reading pleasure I present an exchange below from a guy that works the BUY side of the street for clients not the Sell side for his/her firm: Thanks,its only an opinion. It amazes me about how fragile and ficke this market is when 2 analysts who have been wrong all along come out with bearish calls on Dell this morning and everyone follows along,while an analyst from Credit Swiss comes in at the same time with a strong buy and extreme bullish reiteration and is totally ignored. The guy has been right all along,but everyone is nervous. It will be fascinating to see what happens after dell announces on Tuesday evening. The conference call to follow will be listened to carefully. What happens to the stock on Wednesday depends on the spin. Bythe way the bearish comments didn't alter the view that Dell will come in on target relative to earnings. You know it really doesn't matter if you are not trading the stock. Michael Dell will figure out how to keep the story fresh and that is the real bet. Joe H. Smith wrote: > Good morning Jack, I'm a new subscriber to your news letter and a long time listener to your radio program. Thanks for being on top of the Dell situation. I value your opinions. > > Thanks, > > Joe S. > > Jack Rothstein wrote: Been buying Dell this morning. As much and as fast as i could. Not for everyone but as much as possible. Analysts have opinions and guess. That is all. My bet is on Michael Dell not some idiot from Banc of Boston or Smith Barney. Be thankful that those morons exist. Without them where would good buying opps. happen. Naturally those two analysts have been wrong about Dell for years. I happened to check out their record this morning and it stinks. Dell will make the numbers the Street expects when they announce on Tuesday evening,but that is not why I am buying the name. Micheal Dell will persist evolving his business model and the story will stay fresh. That is what i believe and don't doubt. Ultimately the price will rise to greater levels. Regards, From one who brought more DELL calls today and currently has 50 DELL CALL contracts PS. While DELL stock sold off hard today - no one has mentioned the CALL option volume today with the Feb 100 and 105's in particular. It seems that a lot of people think that DELL will be quite a bit higher sometime between TUE and COB next FRI.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next