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To: Wyätt Gwyön who wrote (46615)10/30/1999 12:06:00 PM
From: Voltaire  Respond to of 152472
 
Hard to argue with a lot of that. If you are in Dell land then I do not have to tell you there is absolutely no meaning to anything that is done with that stock because it is ruled by the Dell Glee Club.

at any rate, leaving you respectfully.

V.



To: Wyätt Gwyön who wrote (46615)10/30/1999 1:58:00 PM
From: Jim Willie CB  Read Replies (2) | Respond to of 152472
 
<presumably it [split] was even more "needful" back in May, and
yet the short-term post-split action was a pullback>

that pullback was absolutely a response to 30yr TBond yields rising from 5.5% to 5.9%
in the course of one month
the entire stock market, Naz and all, moved down in unison then
(now yields dropping from 6.4% to 6.15% is powerful & positive)

I believe exceeding the whispered 97 cents is key
- reiterating anxious potential buyers of handset division is key
- explosive growth of CDMA chipset is key
- developments of Intel business relationship is key
- progress in Europe is important
- progress with internatl consortium is important
- confirmation of intention to split very soon is important

/ Jim



To: Wyätt Gwyön who wrote (46615)10/30/1999 2:04:00 PM
From: Jill  Respond to of 152472
 
Sure, but how many of the Dellheads knew the last one was "not desired" at the time? I live in Delltown, and not many here were quick to the draw on that judgment call. That's my point.


I was on the Dell thread every day at that time. We knew the split was a desperate measure and we hoped it would work and it didn't.