SI
SI
discoversearch

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


To: Skeeter Bug who wrote (161837)10/6/2000 12:24:06 PM
From: edamo  Respond to of 176387
 
skeeter...twice in one day...we agree

concur fully that dell's business is exemplary....but "dell the stock", in a less then rational market environ that the last five years or so has created, is disconnected from "dell the business".....

cash has been flowing out of dell for over a year, momentum peaks have been declining, the dell loyal still refused to see this occurring....

i'm not an advocate of shorting, especially in a less then rational market, but am a strong believer of selling a position at a profit, when tangible changes of psychology occur.....these changes became evident in early/mid 1999, with the ceo becoming invisible, and changes of the management team....

good luck to you....ed a.