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


To: kaka who wrote (172750)5/12/2003 4:44:10 PM
From: Sig  Read Replies (1) | Respond to of 176387
 
<<. I'm playing the rally like a good "don't bet against the herd mentality" trader, but man am I cautious.>>>

Right on. I'm keeping the Dell, holding the Intc and Csco for only for a matter of days (they are calls)since those stocks are in the traders "lock-box" channel until money flow into the market improves.
My assumption here is that a good Dell report Thursday will be good for Intc.
I am even trading part of my buy-and-hold stocks, as they seem to shuffle up and down 2 or $3 . After I sell I place a buy order at about $2 less, which has worked out fairly well. Has worked with tsco, igt, tma, fic, agi, jnpr, and a few others.
It forces me to sell, which is good as I no longer consider money in equities to be "cash". Should remove some profits.
I still run a bit too much on the bull side, but there are times like the last few weeks when real bullish bets can be made, as I think investors have been a bit too cautious
I never was a good bear at all.(g).
This action in Dell is more than expected, perhaps a rumor on the Street, an investment by the Company, whatever ......... Who knows ?
Regards
Sig



To: kaka who wrote (172750)5/19/2003 4:49:24 PM
From: John Koligman  Read Replies (1) | Respond to of 176387
 
He doesn't even need to sneeze. If the NAZ corrects after it's recent run Dell will easily move back into the high twenties at a minimum. My plan is the usual, sell swing trading positions at the 30 level and day trade the stock. I've heard this market share story for the last 4 1/2 years, during which time the only folks making any money here are the traders. Till Dell convincingly cracks and holds 30, it's nothing more than a 'show me' stock. As far as Michael doing 'everything he said he would' who cares if it doesn't put money in anyone's pockets except the management option kings....

Best regards,
John

PS - So what ever happened to D.J. Smyth??? Did he finally get tired of the Dell train turning into a shuttle??? <ggg>