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

To: Patrick E.McDaniel who wrote (25877)	12/19/1997 7:27:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Patrick, Hi!!! Must have gotten my A+E or History Channel ship disasters wrong....might the 2300 have been the Lusitania??? Anyhow, we all got the point.... I couldn't log into that last site....it kicked me out of this thread... Best, Kemble I'll try the second one...just because I have to see what you think of Maria B.......Steve thinks she is Dan Dorfman's daughter...if that is true...her rumors are equivalent to his "problem"...maybe she is setting him up so he can short some of her rumors...ahead of the market conditions...<<GGGG>>>>

To: Patrick E.McDaniel who wrote (25877)	12/21/1997 2:29:00 PM
From: jim kelley	Read Replies (3) \| Respond to of 176387

Patrick, This thread has definitely gone down hill with regard to the quality of the postings. This is an effort like candlestick' and others before him to scare the weak hands out of the stock. McNabb rushes to the rescue whenever it is pointed out that the MM are moving the stock to close out the options by minimizing the payout. This happened in both DELL and INTC stock this month. Both these stocks closed very near the points which can be predicted from the distribution of expiring puts and calls. I would not mind some well reasoned bear positions but I have not seen any on this thread. These guys like McNabb typically post 20 times a day with the same no-content, emotionally biased arguments. Apparently, this has discouraged a few of the people on the thread. They pretend to be doing everyone a favor but they are essentially selfserving. McNabb would have made more money shorting AMAT or CPQ than DELL. I have stated my view that the probable course for both CPQ and DELL stock is volatility through the end of this month and solidification of an upward trend beginning in January. I have stated the reasons for this. The news of PC sales during the Christmas quarter will undoubtedly be very good for both DELL, CPQ and INTC. This news will sweep away the cloud of uncertainty which has enveloped the PC industry as a result of the South East Asian situation. It is this uncertainty that has engendered the volatility.Thus the way to play these stocks is to bet on volatility until the end of the month and then to adopt a straight bull position or a bull spread IMO. History shows that a company stock price is most influenced by its growth in revenues and earnings. CPQ, DELL and INTC should show strong earnings this quarter. The South east Asian situation is being dealt ( which reduces the uncertainty) with but will be with us for some time to come. Regards, Jim Kelley