Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Meathead who wrote (27223)	1/9/1998 12:59:00 PM
From: Jim Patterson	Read Replies (2) \| Respond to of 176387

RE: I knew you couldn't post it cause your making it up... attempting to mislead again. Meathead, Why would I try to mislead you ? My opinion is different from yours. That is all. I am short and want to make money on my position. You are Long (I am assuming this) and want the stock to go up. The report is John lazlo from PaineWebber in his morning comment on the shortfall of ADPT. There is a tremendous ammount of information that comes out daily in the investment comunity. Some is only opinion, some is fact some is a combination of both. People pay me because I have access to information. People listen to you because you have great resources or insight into the PC industry. You want to talk about % of sales to one segment or another. (Details)I am sure at some level it is important. But for ADPT today, missing Rev estimates by $40 million, about 15%, is going to cause EPS to miss by about 30-35%. Going foward, ADPT sees lowercost pc's without SCSI being sold and that will hurt them. ADPT is refering to a trend that ADPT sees happening. I am Projecting that trend into the Box makers and INTC based on what ADPT said. Investing 101 again This is called an investment idea. My action based on this idea that I created for myself (with information from others, yourself included) is leading me to increase my DELL short position and increase my INTC short. SSL IBM is not a bad idea either. I may be wrong, You may be wrong, Right now the market is supporting me. Look at the Forest, not the trees, or in your case perhaps the branches. Jim Now it is up to the market to determin who is wright and who is wrong.