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

To: Mike Mullen who wrote (162337)	10/25/2000 9:30:26 AM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

the analysts had already revised Dell for the 4th qtr to account for the Euro. a 3% revision in Cpq was expected

To: Mike Mullen who wrote (162337)	10/25/2000 11:26:50 AM
From: canuck-l-head	Read Replies (2) \| Respond to of 176387

Mike: As per CNBC this morning, the drop in Nortel was due to a 5% drop in its optic revenues (as opposed to an increase). Diversification has its price. Halliburton is taking a beating because the division that builds stadiums is doing poorly. I think Tyco, in all honesty, is a company that has been able to diversify effectively. I can't afford Tyco, but I have been watching them with earnest for months, and I am annoyed I haven't got the extra cash to pick some up. As for Nortel, Bob Pisani indicated that the traders walking the floor for Nortel were literally yelling at the top of their lungs on opening trying to get their clients out of Nortel (quite a performance, so he said). Most of the trades were minimum 10,000 block trades. A couple of days ago, Bollinger from Equity Traders.com outlined one of the indicators they use to gauge the general market. It goes like this: You need two columns, "+" and "-". Take all the companies reporting on a given day. If a company reports favourable earnings, put a check mark in "+". If the company reports negative earnings, put a check mark in "-". Count the "pluses"; subtract the "minuses"; and divide by the whole. Graph it. (You have to graph this every day.) If the graph moves to the upside by 25% (or more) range over a given time frame, we are in a good bull market. Flat or "down" means a bear market. Bollinger predicts that even if there are enough companies that can maintain "positive" earnings for the next 3 or 4 months, it is going to be VERY volatile. So, expect Dell to jump around, me thinks. I'm sticking right here for now because anywhere else I would suffer from paranoia. canuck-l-head