SI
SI
discoversearch

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 124.49+4.3%9:57 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: D. Swiss who wrote (108626)3/9/1999 4:49:00 PM
From: JRI  Read Replies (1) of 176387
 
Drew...I agree that something would be strange indeed if Intel pre-warns.........however, despite my confidence, I always leave the possibility that the writer got the story wrong...(I assume that you are commenting on the quotes from the VP who was in China.....One (odd) possibility...maybe he was just talking about the Chinese market..

I know you spoke with their IR last week...so that is also a very good sign...

Again, I remain real confident here...extremely so that if Intel doesn't pre-warn, it will help Dell up to the next step (somewhere above 45)...where (if pattern follows form) Dell will oscillate between something like 46-48...until we get a bit closer to earnings (a few weeks)...

That is...if Dell follows its normal earnings pattern..

Overall, with an Intel announcement (or non-announcement)..I remain very confident short-term...Bond went down to 5.54 today...inflation dead (for now)..unreal productivity statistics...beautiful, just beautiful...

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext