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

To: Chuzzlewit who wrote (24724)	12/10/1997 11:43:00 PM
From: hpeace	Read Replies (1) \| Respond to of 176387

in this market,,I just owns options.. except for cpq positions I cannot sell. to heck with analysis..I can only win and my loses can only be a point or two..sleep like a baby mcBro isn't kidding me...when dell was at 96 and heading to 100... he was sweating like a pig. he was sweating so bad that when i read some of his posts the sweat dropped on my keyboard<gg>

To: Chuzzlewit who wrote (24724)	12/11/1997 12:01:00 AM
From: Ian Davidson	Read Replies (1) \| Respond to of 176387

Tomorrow's Heard On The Street column in the WSJ is a fairly bearish on IBM, but definitely company-specific. It doesn't mention any other techs except for Oracle. I'd post it, but you need a subscription. Ian

To: Chuzzlewit who wrote (24724)	12/11/1997 3:48:00 AM
From: craig crawford	Read Replies (1) \| Respond to of 176387

<< Steve, I think CANSLIM is the bible for people who are compulsive about losing their money! >> Maybe for people that don't know how to use it properly. << Have any of these momentum guys ever asked themselves how they would fare in a bear market, or a market as choppy as the one we've has recently? >> You make me laugh Mr. Levy. What do you call yourself? Dell is a momentum stock. Let's see what happens to Dell when the big bear comes calling. << Specifically, O'Neils approach advocates a trading strategy which leads to a lot of churning, and totally neglects such issues as valuation and industry outlook. >> Oh, really? That's funny, coming from someone who is long Dell which seems to defy valuation and industry outlooks. No hard feelings, just see some hypocrisy...

To: Chuzzlewit who wrote (24724)	12/11/1997 11:55:00 AM
From: James H. Irwin	Read Replies (2) \| Respond to of 176387

Do you disagree with the entire CANSLIM approach in its entirety or each individual segment. For example: increasing volume is important, no? accelerating revenues combined with margin expansion which generate dynamic eps growth? smaller companies (<25 million shares vs the 330 million in Dell) Seems to me I recollect Dell displaying many of those same characteristics that Bill typically espouses. The concept of investing encompasses many ideas, and trading/investing mentalities. You seem a bit bitter for some reason. In reading the bulk of this post most are infatuated with DELL, to the point I wonder if they look at other sectors of the economy/industry groups. You may be a bit harsh on O'Neil, maybe you should be a bit harsher on old David Ryan. Maybe David illustrated the truth that it is much easier to generate higher returns on smaller amounts of money ($1 million versus $1 billion). Failing is a precursor to success. I hope you are able to do all you hope to do with your Dell position. Thought for further consideration: institutional sponsorship as of 9/97 courtesy of CDA/Spectrum: Mutual funds: 62 million Advisors: 91 million Banks: 34 million Insurance Cos: 22 million Total 209 million out of 271 floating (63%) Mgmt 60 million (18%) bon chance. Jim