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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Bazmataz who wrote (139173)	8/13/1999 5:33:00 PM
From: Venkie	Read Replies (1) \| Respond to of 176387

There are many times where dell didn't participate in rallies and did its own thing ...moving on up afterwards. After the pc downgrade from ML yesterday...there are scardeecats still selling......I believe dell will do just fine and those who stay will be rewarded.. 6.1 bil for the qtr.. 19 cents per share.... moving to 44/45 to base b4 moving to 48.

To: Bazmataz who wrote (139173)	8/13/1999 5:37:00 PM
From: jttmab	Respond to of 176387

Sour? Maybe not sour, but I'll guess that the last 6 months or so has been disappointing for long term DELL holders. One hopes for the good ol' days of consecutive 3-4 point up days and the pre-earnings run-ups. Though with the last few earnings releases, that seems to me as an unrealistic expectation. A little bit of rounding here but the NAZ and DELL were both up a nominal 3%. The NAZ a little higher, DELL a smidge lower, but practically speaking...what's a few tenths. Given DELL's recent slam by ML (which I thought was odd by the way as the short term was OK, the long term was OK....It was the mid-term that was doubtful)I think DELL's performance was acceptable. It closed near the high...good for technicians. Also good for the technicians is that DELL held above the EMAs. On volume, I think if you look at the volume at the other sector stocks, you'll see the same sort of pattern, i.e., an increase at the end of the day, but not to the same level as the opening volume....but then again, I'm sure there was a little irrational exhuberance at the opening after the PPI numbers were out. The broadness? A little less than 2 to 1 advancing...The shorts on the NAZ thread over at clearstation claim that isn't broad at all. I'd put it in the middle...nothing decisive either way. I'm not running out in front of the house screaming DELL is back, but on the other hand I think it did reasonably well today. The numbers willing, the markets should do well next week and I like that "environment" for earnings. However, how DELL moves Monday and Tuesday is very difficult to tell. DELL has spoken a few, albeit vague words, that indicate at least meeting targets. I also recognize that some analyst can come out Monday morning and trash DELL and ruin the next couple of days. I hope it was ML that played that card this time and that's over with. Best Regards, Jim

To: Bazmataz who wrote (139173)	8/13/1999 7:09:00 PM
From: Sig	Respond to of 176387

<<<Today wasn't really a sign of strength, does anyone believe it was? >>> Excluding Dell, I see lots of optimism for the techs. Uncle Sam successfully sold (oversubscribed) his quota of bonds. With that out of the way,the bonds are now free to go back down a bit. 93% of the bankers predict( and maybe have allowed for) a 1/4 point raise by Mr G on the 24th. So I concur with Greg, believe we have seen a bottom and Nas can go up perhaps 100 with many short term opportunities. As for Dell there are many wounded in the Dell camps and optimism is hard to find. Almost solely because the stock has been down and thus exceptionally vulnerable to analysts cutting comments. Not much run-up to earnings. A few more points at best. IMO Dell's forward looking statements accompanying earnings will be outstanding. That is exactly the area where the ML analysts directed their attack and it worked yesterday because we have no clearly identifiable facts to dispute it. On Aug 18 th one can chose to believe in the analysts estimates, or in what Dell tells us. He hasn't lied to us yet and the analysts, besides having an agenda to pursue, have an atrocious track record. Overall, I expect some tech bears to end up in the burn wards next week. Sig