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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Jim McMannis who wrote (81905)	12/3/1999 12:53:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1573215

Not much to do with AMD but since we look at I-watch sometime I thought some of you find this analysis interesting. (Also because, this is also about DELL and the issue here may be CuMines) DELL -- Pers Computers -- Technology 03-Dec-99 12:19:53 While the broader technology market rages higher, shares of DELL are struggling to stay on the plus-side today. The stock has edged just $3/16 higher to $45 3/16 on strong volume of 29 million shares. About 45% of this volume is related to block transactions, indicating a strong presence from the institutional community. The I-Watch data shows that the pre-trade advertising has consistently been dominated by sellers. There is apparently a large volume of stock for sale by the institutional community which has kept DELL from participating in today's rally. Taking a look at post-trade reports, there are one or two brokers who have been particularly active and are most likely selling large positions on behalf of institutional clients. As long as these brokers continue to come to the market with fresh supply of stock, DELL is going to lag the broader market. Watch for signs that these brokers have exhausted their clients' inventory - this would be evidenced by a drop in volume of new super sell messages.