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

To: D.J.Smyth who wrote (158971)	7/31/2000 12:35:34 PM
From: kaka	Read Replies (1) \| Respond to of 176387

Hi Darrell, Re: in Dell's case the Hawthorne Effect has appeared to play a significant role in it's share price movements. Even as Dell's earnings have consistently risen along with its revenue, the analysts have continued to point their fingers toward the future. They keep pointing regardless of how well Dell has performed for the present........ Here again we see analysts taking this data, dropping their expectations, and thus, dropping Dell's stock price. Yet, nothing has changed relative to the overall future growth patterns that Dell is witnessing through their channels (per the ASM). Thanks for the continuing education. In not so eloquent posts, I have alluded to the fact that a respite in DELL's stock price is actually good for the fundamentals of the company as long as the company performs, which it has very well. Then the company can be viewed as a very good buy as opposed to an overvalued stock. My questions is then, when does the "Hawthorne Effect" end for DELL? It dose not seem that good earnings help as witnessed by last quarter. Dell the stock is in a worse position now than before last earnings release, and it is a safe bet that when DELL once again reaches mid 50's, there will be a whole lot of sellers, followed by another IDC report, followed by analyst lowered expectaions, followed by a slumping stock price, etc, etc, etc. And ardent DELL supporters like myself, who were once afraid of selling some shares at 55 in fear of missing a "typical of days long ago" DELL run up, have in the past year taken advantage of the fluctuations to make some money. It doesn't help DELL break out of its trading range, but will DELL ever break out? When does even the strongest DELL supporter toss in all his shares because inspite of the great things the company is doing, there are greater forces keeping the stock down. Seven points since December 31 1998. Sig is mathematically predicting a 30% return for the next 4 years. I'll be happy just to finish the year in positive territory. What will need to occur for the IDC reports to correctly report their data, and for the dumber than dumb analysts to evaluate the data correctly? Rainy Monday, Kaka