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.

Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?

To: William Hunt who wrote (26310)	8/2/2000 1:33:29 PM
From: Sonny McWilliams	Respond to of 27012

Hello Bill. You are right about those people on TV if some of those numbers are going lower. BTW, those analysts and commentators are already waffling between a growing economy after this qtr or a lower economy. Take your pick. Yes, I had been on Larry Kudlov's side all along. Leave those interest rates alone. We just don't need the help we got in 87 and again in the 94? area. The FED was too slow to adapt to the productivity numbers imo. And then, of course, they added all this liq. to the market in fear of a Y2K disaster. Now they took it all back plus and it generally causes more havoc when you cut the purse strings after you get used to spending. Core inflation was never a factor so the FED could have stayed out. The economy would have worked things out on its own. But like I always say: This is my opinion. I don't get those big bucks to sort it all out. Talking about talking heads and analysts. Dell is under fire in the last sev. weeks. Some sore dellheads threatened an analyst some weeks ago when he downgraded Dell. Now we had a downgrade yesterday and another downgrade today. This Kumar moved Dell from a strong buy to a buy and it's almost down 2 today. It was down over 2 yesterday on yesterday's downgrade. You would think that would have been enough. But when those analysts downgrade stocks on diff. days, the stock gets hit almost every day. No wonder people are getting upset with those dumb analysts. Talking about us following the herd. I believe its more those kind of analysts. Once one says something a lot of others follow. Sheesh. You can't win lately in this scenario. What the heck is a downgrade from a strong buy to a buy? It's still a buy. So if Dell does not grow 30% it's still better than 5% elsewhere. I still think that a strong buy should be outlawed. Call it a buy, market out perform, hold or sell. All this other crap is for the birds. They are just playing games with individual investors. All this is not happening to Dell alone. Those analysts seem to be taking one stock after another down lately. Like you said: Some of the funds have not done too well lately and I guess by downgrading stocks, after you probably sold, you can pick them up cheaper. This is my same old thought. Games people play. Dell is in a quiet period. They should release cos. from a quiet period when analysts go after their firms. Again. Not to say that Dell will have a slower growth but why wait until the quiet period to tell us? Anyhow. We know what's up. Analysts are playing the rotation game. Makes for good commissions and bonuses I guess. Sonny

To: William Hunt who wrote (26310)	8/2/2000 1:57:10 PM
From: Sonny McWilliams	Read Replies (1) \| Respond to of 27012

Bill. Here is an article on Semis and PCs. I know you don't own Dell but you do have a chip stock. This is just to show you again how this game works. Not that you don't know this already. gg. That analyst had already squawked about Dell before but could not help himself of doing it again shortly before earnings. He challenges Dell's guidance. He may be right but why bring it up again just before earnings? cbs.marketwatch.com Motley fool article on Dell. Diff. view. This shows you that an investor has to sort through all this on his own, as usual. Maybe we have some Dellheads on here so that all this is not in vain. gg. I own some. biz.yahoo.com Sonny

To: William Hunt who wrote (26310)	8/2/2000 2:50:25 PM
From: Sonny McWilliams	Read Replies (4) \| Respond to of 27012

Bill. Follow up on your interest rate post. Here is an article by kind of a hawkish FED GOV. But this article does not sound too bad. This GOV does not think that the economy is going into the tank. Looks like he believes inflation is under control. No mention what he thinks about the next meeting. Maybe all those FED GOV will see the light and leave interest rates alone. If the employment numbers come in alright on Friday, we should finally be able to put this interest rate talk to rest for the rest of this year. 200,000 is the expected number. dailynews.yahoo.com I guess I should have written to all those guys. They could have come to this conclusion, outlined in that article, sooner. gg. Growth may not be stifled and stocks can move up. Listen up analysts. Sonny