Silicon Investor (SI) -- The First Internet Community

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. -- Ignore unavailable to you. Want to Upgrade?

To: JRI who wrote (137235)	7/21/1999 2:33:00 PM
From: JRI	Respond to of 176387

Dell showing a lot of strength last 20 minutes, from -13/16 to -1/8 <EOM>

To: JRI who wrote (137235)	7/21/1999 2:49:00 PM
From: stockman_scott	Read Replies (2) \| Respond to of 176387

john: Thanks for sharing your 'market commentary'.....I enjoy reading it and I feel that you make A LOT more sense than our good friend Cramer <G>....I also am hoping for DELL to deliver a blow-out quarter...we'll soon see what happens..!! Best Regards, Scott

To: JRI who wrote (137235)	7/21/1999 2:56:00 PM
From: Bill France	Respond to of 176387

Keep us above 45? Would like to get there first.... "Now, .18 would be real nice. Hope Mikey can surprise us (and the markets)...could keep us above 45 with an .18 EPS...." OB

To: JRI who wrote (137235)	7/21/1999 3:48:00 PM
From: stock bull	Read Replies (1) \| Respond to of 176387

John, did you author the "Overall Market Commentary" that you posted? Or, is this from another article? In any event, it an excellent summary of the current economic and market conditions. Thanks for posting. Stock Bull

To: JRI who wrote (137235)	7/21/1999 5:39:00 PM
From: Sam Bose	Read Replies (2) \| Respond to of 176387

John, Excellent commentary, have to agree with everything you said. Have been hearing on the Street that Greenspan's Humphrey Hawkins speech might in fact trigger a relief rally tomorrow. DELL and CISCO both report in August, so both should hold up and show strength in the face of corrections. DELL in fact yesterday would barely move down an eighth to a quarter even while the S&P 500 Futures were crashing to earth, until finally giving away. A solid base is forming in the 40-41 area, let's hope it keeps up! AOL reported great numbers a few minutes ago, so of course its trading down a point on Instinet...getting really tired of this "sell on good earnings" trading that is going on. Still waiting for Amazon's numbers to help boost the Naz tomorrow.

To: JRI who wrote (137235)	7/21/1999 7:19:00 PM
From: Mark Peterson CPA	Read Replies (1) \| Respond to of 176387

John, thanks for your erudite observations. I am always in awe of your ability to digest a variety of influences and, in the end, tell us how to make money ;~) You've got a gift. Thanks for sharing it with us.... Mark

To: JRI who wrote (137235)	7/22/1999 12:46:00 PM
From: arthur pritchard	Read Replies (1) \| Respond to of 176387

john rosser: your 137238 was really helpful...hope you do this more frequently!!I have never seen you do one of those here...everything all in one place...

To: JRI who wrote (137235)	7/22/1999 8:15:00 PM
From: Dwax	Read Replies (1) \| Respond to of 176387

John, loved your commentary, believe you have it pretty well on target ... not sure what you meant about Sept..Oct 2000 ...are you referring to the leaps ...keep up the great work....

To: JRI who wrote (137235)	7/22/1999 9:21:00 PM
From: Boplicity	Respond to of 176387

re: ** The ONLY thing, really, prevents a big-cap, tech rally here is history.....late July-early October period historically bad for the group....big gains for many investors so far this year...some may take some chips off the table....Big fund managers are aware of this trend for sure... Yep, add Y2K fear, and the Greenman threat of rate increase to that, and you have the annual sept/oct sell off exasperated and because of Y2K fear, prolonged. I believe the Greenman has blown on the embers and fanned the flames of fear for us today. Greg