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


To: JRI who wrote (150704)1/7/2000 2:48:00 PM
From: jim kelley  Read Replies (1) | Respond to of 176387
 
RE: DELL'S PRICE ACTION

I notice there is a tendency on days like this for DELLites to panic and begin rampant speculation as to the cause of the price drop.

We have heard

***it is the shift to wireless, internet and backbone plays.
***it is because MD has not had a good propaganda campaign.
***it is because DELL is going to warn like GTW.
*** the PC is dead.

Well folks, it looks like it is just another damn rumour!

It would be great if DELL would address this issue in current terms. But they are damned if they do and damned if they don't.

:)



To: JRI who wrote (150704)1/7/2000 2:50:00 PM
From: OLDTRADER  Read Replies (1) | Respond to of 176387
 
RE:DELL-At this price it's close to selling at it's growth rate.Lucent was 3 times it's growth rate..IMO any "adjustment"-is factored in ,at this price.I doubt "pre-announce"-is any thing but "short-seller propaganda" I could be all-wet but thats my feeling -Seems there lies work really well with CNBC"S help.wbm



To: JRI who wrote (150704)1/7/2000 5:32:00 PM
From: Gabriel008  Read Replies (1) | Respond to of 176387
 
John, I receive the IDC data later this month. I'll know better then re. these rumors. Yes, I'm back in as of the last 2 days. I am now holding in order of weight Qcom, Brcm, NT, Jdsu, Cmgi, Yhoo, Cmrc, Phcm, Dell, Nok, Ibm, Csco,Gblx & Gstrf. I suspect we'll have a very volatile year which suits my purposes just fine.

regards, Gabriel