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

To: Sam Bose who wrote (145427)	10/20/1999 10:51:00 PM
From: John Koligman	Respond to of 176387

Sam, I watch the market every day, all day long <gggg>. Dell's weak price action has not been recent, but a nearly year long event, even with a strong NASDAQ (up what, close to 24% till recently). I do think the market rightly perceives the current problems with DRAM as more 'Dell specific' simply because of the vulnerability of the model to quickly rising component pricing. As for operating in a vacuum, Dell seemingly did for a couple of years <ggg>. It would take me too long to spell out what Edamo has been saying, you will have to go back and read his posts. Regards, John PS - If the hardware group is 'out of favor', I take it you think a good 'next quarter' is the 'catalyst' to put Dell back into the 'vacuum'???

To: Sam Bose who wrote (145427)	10/20/1999 11:20:00 PM
From: edamo	Respond to of 176387

sam...re: "edamo says...straight from the horses mouth?" john referenced my comments on "perception". forget about beta, theta, deltas, the whole greek alphabet...dell is in the doldrums as it is "perceived" that it has nothing exciting going forward. dell the stock, not dell the company. just posted that there is a total disconnect from company and stock in mind of the market.... tomorrow people will go to work at ibm, get paid, feed their families, regardless of how the market values ibm stock. investing has been elevated by the psuedo intellects to the level of a travesty. companies should not be taken out and summarily executed by those who play god.......as the old saying goes..."those then can do...those that can't talk about it". you will see books written about the captains of industry, men who shaped the industrial revolution,caused change and better quality of life, you will never see a book written about an analyst, as they contribute naught to society......just to their own pockets....