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

To: t2 who wrote (165312)	5/11/2001 12:04:33 PM
From: GVTucker	Read Replies (1) \| Respond to of 176387

NewVision, RE: You might be looking at the closing prices...I was referring to the big percentage moves during the day over that same period of time. I was referring to intraday movement also. Would you not expect some analyst to make a name for himself just ahead of the earnings to make a name for himself. We are all aware that Dell weathered the weakness the best. With an upgrade cycle (Microsoft) and a replacement cycle as Michael has suggested, many of those nutty analysts will jump the gun. The most recent analyst comment along those lines that I've seen was by probably the most respected of them, Ashok Kumar. Essentially, he said that the expectations for the XP upgrade cycle were way too high. According to Kumar, the corporate upgrade cycle will be nonexistent, and consumers will probably only upgrade within the normal upgrade cycle that exists anyway.