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: stockman_scott who wrote (143271)	9/30/1999 2:38:00 AM
From: Ed Forrest	Read Replies (1) \| Respond to of 176387

Scott Thats a very good question and I'll be interested as to who responds and the comments.It seems to be a query that is popping up more and more as DELL stock continues it present retreat.

To: stockman_scott who wrote (143271)	9/30/1999 3:21:00 AM
From: Bruce Brown	Respond to of 176387

Why do you think DELL is in the low 40s (rather than the low 50s). The company is firing on all 8 cylinders. The company's sales and income growth rates lead the industry by a LONG shot. The analysts also seem to be making very favorable comments again. IMO, DELL should be close to new highs.....but it isn't. Any thoughts about when this may change? How about a few other questions mixed together, contemplated and viewed together in a hat so that the above can be taken in context? Why do you think stocks like WCOM, MSFT, INTC, CSCO, QCOM, IBM, LU and a host of others including Dell are not close to new highs? Why do you think the market is banging its head against the wall looking for a correction? As if the above stocks haven't already slipped 5 to 30 percent from their highs. Why is October such a mythological funk? Why are TA's concerned with the neckline of the head and shoulders? Why are moving averages of concern and why do some choose not to fight them? What are the market internals telling you about your investments? Why did most of the heavy weights that are firing on all cylinders go through corrections this summer? Why are people concerned with product delays and glitches out of Intel? Why are people concerned with earthquakes? dailynews.yahoo.com Why are some concerned with interest rates, Y2K, gold and every tidbit of FUD? Asking a lot of questions never hurt. Assuming that everyone has the same answer can hurt. BB

To: stockman_scott who wrote (143271)	9/30/1999 8:43:00 AM
From: rudedog	Read Replies (1) \| Respond to of 176387

scott - I think that stock price is driven more by perception than reality - especially the perception of future earnings and growth. That is what pushed DELL so high in the past and that is what is holding it back now. When investors perceive that DELL has got the plan right to go to the next stage, it will start to go up again. When will that happen? That's the very question I am trying to answer. 4q is typically strong for competitors with a big retail presence like HP and CPQ. DELL has a new initiative to get consumer share. Success of that in 4Q will determine if we go up before the end of the year IMO. That's my best guess - if you figure it out please let me know.