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.

Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Gary Wisdom who wrote (31133)	10/22/1999 8:52:00 PM
From: pater tenebrarum	Read Replies (2) \| Respond to of 99985

Gary, opinions on that are divided...there are some indications that Dell is not 100% on the level. they had an analyst love-in a mere 10 days before their announcement, do you really believe they all of a sudden found out about the memory pricing problem 10 days later? not to mention the fact that memory spot prices had already collapsed by 50% on the day of the announcement. so i'm not saying there's necessarily more to this than meets the eye, but there very well could be. i believe to blame the Taiwan earthquake for every bit of trouble is just a convenient excuse. IBM's warning about Y2K sounds a lot more believable, and if you think it is a credible argument then it can not possibly be IBM specific. anyway, we will find out soon enough... oh yes: one analyst warned about IBM, out of how many? and how many came out to "defend" the stock? i remember one guy on CNBC talking about the "canny buyers" that were accumulating IBM on weakness...i bet they don't feel so "canny" anymore. regards, hb