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

To: Patrick E.McDaniel who wrote (174707)	4/15/2005 7:47:29 PM
From: John Koligman	Read Replies (1) \| Respond to of 176388

This morning Dell actually held up better than the NASDAQ, probably due to those upgrade comments by one of the houses, don't remember which, it might have been Credit Suisse. On the other hand, Bear Stearns lowered Dell's 2006 estimate from $1.60 to $1.55, and IDC predicted slower growth in the PC market this year, 9.7% vs 15% in 2004. My best guess for next week is that the market will try to stabilize and rally a bit, simply because of the magnitude of the decline over the past few weeks. Since AAPL has moved from 13 to 90 over the past two years, my radar says it may be much more volatile than Dell. Question marks with AAPL are whether they can capitalize on lousy Windows security and IPOD sales, turning it into better PC market share. Just as important IMO is how they will handle the coming cellphone/mp3 devices... If this slowdown is for real and not typical market hysteria, well, we all might get Dell at an even better price. I'm starting to get interested.... Best regards, John PS - Other thing with AAPL is - will Sony ever get their act together in this market, they had the original smash hit with the Walkman, completely blew it with digital music, and now have a new CEO. They have a formidable brand, so it will be interesting to watch how things unfold.

To: Patrick E.McDaniel who wrote (174707)	4/15/2005 8:31:48 PM
From: Sig	Respond to of 176388

I am not really into the market for LTBH anymore. Have only been able to keep two stocks for more than a few months , which includes some Dell for sentimental reasons. Cant sit and watch market each day and see something go down 20% before it comes back up. Your question on buying Dell? IMO you have about another 10 days to get Dell at a low, and it looks like it could go a bit lower in that period. What Dell does after that depends on the estimated earnings report in May. May be some pessimists out there yet, but I see signs that Dell could do well. LCD flat-panel costs are about 50% of what they were a year ago, and many other components are down 10%. And you know Dell does best when that happens.They could get better margins since every notebok uses them. And computer sales are bit better than expected. If I was going to buy Dell sometime , I would do it several ways, and I dont even recommend them(hha), it just the way I operate. Put in a GTC buy order down about 3% below the previous close. If it doesn't fill , recompute for the next day and change it if desired. OR Try to pick a day when Dell seems to want to go up, and buy it. Put in stop at 12 cents down. Brokers are mighty good at taking those out, but it only costs a few cents/ share. I've even tried it twice on the same stock in one day,but never three times(hehe). The general idea is to have the stock rise above the stop in the first days so, because if it doesn't the ^%&*Id broker will have a great chance to take it on the ten o'clock dip the next day. Whether you want to keep a stop on it later is your choice. I tend to go without a stop until the market says its going down. FWIW Sig

To: Patrick E.McDaniel who wrote (174707)	4/15/2005 8:44:26 PM
From: stock bull	Read Replies (3) \| Respond to of 176388

Re: <Any predictions for next week?> I came across a very interesting observation. The performance of the market this week, especially the last three days, matches the performance of the market that preceded "Black Monday" in August 1987. On "Black Monday" the Dow went down 22.61%. Lets hope history doesn't repeat itself. In any event, this coming Monday will proved to be very interesting. Those interested in reading stock market charts should check out the Dow's chart for 1987. Study a Bar Chart and look closely at the week preceding "Black Monday". Stock Bull