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

To: McNabb Brothers who wrote (22104)	11/19/1997 1:43:00 PM
From: Paul van Wijk	Respond to of 176387

Hank & Hank, Yesterday HWP missed estimates by 2 cents. It had hardly any impact on the stock-price. What makes you so sure that Dell will drop 20 points after (probably) beating estimates. Remember, CPQ reported earnings before the correction, HWP after. Also remember, CPQ already forcasted that they were happy with Q4-estimates. The drop of the Nikkei-225, which made you very happy last night, has no influence on "the market" today. Can you explain how I should read this as a bearish sign. And please give me the link were you see that Dell will go to 60-64. I looked all over the internet, tried every search-engine but still haven't found anything. Thank in advance ! Paul

To: McNabb Brothers who wrote (22104)	11/19/1997 3:10:00 PM
From: Paul van Wijk	Read Replies (1) \| Respond to of 176387

Hank & Hank, Looks like a flat day, today. At this moment it is hard to predict if you will be happy after the close "because your shorts did well" or "because your longs did well". (I will be happy after the close because Ajax will hammer MVV tonight). DDIM, great short, you only jumped in it way, way to early. In time and in price. This stock will rise sharply before it really starts falling. This one's "different" from ZITL. ZITL is a lousy company with a lousy product. DDIM's weak point is that it is a 100%-Y2k play. So they (probably) have a problem after 2000. Until that moment you can expect announcement after announcement of winning big contracts. Also the y2k-hype will strengthen the closer we come to the year 2000. And their earnings will grow like hell. Their 1998 P/E is about 10 at this moment. Hank, what on earth are you doing. Are you only in it now, so you can post many, many times that is was another great day to accumulate. Or am I missing something. ! Paul