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Technology Stocks : Dell Technologies Inc.
DELL 117.44-1.6%Nov 20 3:59 PM EST
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To: Boplicity who wrote (121591)5/2/1999 1:01:00 AM
From: Meathead  Read Replies (1) of 176387
 
That is a very good answer. The market shift has been
obvious and I don't discount the change in perception about
the PC industry as the driving force in the market.
Everything else aside, perception is king in the marketplace.
If Dell does lag for months, it will likely be due to this
shift.

After all, AOL only has a mkt cap of 133 Billion. They only
need $3000 a year from each of their subscribers to justify
their valuation.... who wouldn't want to invest in numbers
like that, nothing but upside potential<gg>.

The real point I'm making is that predicting the short term price
movement of Dell based on present or historical information is
futile. If you are strictly a chartist, you'd see that Dell hasn't
deviated from previous behavior. If you are a fundamentalist,
you can find previous so called "slowing of growth" and
other types of terminal evidence.

For instance, did you know that Dell's yoy revenue growth
in Q1, Q2 and Q3 of 1996 was 44%, 40% and 43% respectively?
Q296 was way down from Q295's yoy rate of 52% and Q396
was way down from Q395's yoy rate of 60%. Dell's not off
in the weeds here either.

Dell seems to be dropping clues about 'transitions'. I would not
be surprised if they grew new profitable businesses calculated to
fit well with this new market perception.

good luck,

MEATHEAD
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