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


To: Sonny McWilliams who wrote (145030)10/19/1999 1:14:00 AM
From: Reseller  Read Replies (3) | Respond to of 176387
 
The $64 question is, would Dell have warned for a penny short of mean estimates ?

My low end, off brand boxes ( made in Korea ) haven't taken a price increase. IMO there's more to this than a price hike of memory. The price of memory has been up for over 5 weeks and unless Dell had to go outside their contract base they shouldn't have had enough of an impacted to warn for the entire quarter. Just two weeks ago they were saying it was a non issue, looks like the first two months of the quarter weren't good enough to have over come the added 25% cost of memory applicable to the last month of the quarter.
Regards
Reseller



To: Sonny McWilliams who wrote (145030)10/19/1999 9:06:00 AM
From: Frank Ellis Morris  Read Replies (1) | Respond to of 176387
 
The core rate is running tame for the year and September housing plus the number on the CPI us making the S+P futures jump. The dollar is higher on the yen and the Euro and at least we should have a decent opening.

I am holding all my Dell. History has taught me that anytime I would sell what I would think to be a looser that it would not only come back but roar to new highs. The aggravation of watching the market and CNBC everyday is only a recipe for heartburn and frustration. The market is like one playing with a yo-yo walking up hill. The yo yo like the market goes up and down but the man continues to walk up hill as his wealth grows higher and higher.Listening to the business reports every day makes you crazy and increases the risk of one trading and jeopardizing their long term wealth. Old habits are hard to break. I am not going to tune out the market reports but I am determined to stay firm for my long term goals. It just takes perhaps a little courage one day at a time and everyday for the long haul.

The markets should be real interesting tomorrow after Microsoft reports its earnings after the bell today

Best Wishes
Frank