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


To: SecularBull who wrote (31718)3/2/1998 5:25:00 PM
From: Jeff Mills  Read Replies (1) | Respond to of 176387
 
Re: Lucy Painter--

She could downgrade DELL based on valuation, but keep her #s. Her report tomorrow will be interesting.

JM



To: SecularBull who wrote (31718)3/2/1998 5:34:00 PM
From: Jeff Mills  Read Replies (3) | Respond to of 176387
 
Do I smell price wars in the PC sector? Man, wouldn't that start to cut into the bottom line so many Bulls love.

cbs.marketwatch.com



To: SecularBull who wrote (31718)3/2/1998 5:51:00 PM
From: S.C. Barnard  Respond to of 176387
 
That's the kicker- my browser was down losing all my files-then when Im not looking, STOP!!! I would have kept it if I was there.



To: SecularBull who wrote (31718)3/2/1998 6:55:00 PM
From: Sabrejet  Read Replies (2) | Respond to of 176387
 
As a purpose for discussion, we often see these runs in a stock before a set split. I remember DELL back at 163 pre-split and felt it was quite overextended at that time only to see it take off again.

How many people who so called couldn't afford this at 140 will buy in at 70? Look at MSFT. I bought that @154 (77) and watched it touch 86 172)! Now come on. Other than the split, why would this go to 172 in such a small time frame?

A company doing well and a companies stock doing well are two different issues. Dell's stock is doing well and if history says one thing, shorting this stock now is quite a risk. I remember many out there screaming sell at 160 (80 currently). That was 56 points ago. Whoever was short back then has got to be nuts if they haven't covered.

I am out of the prediction business but one has to believe the companies stock is still quite healthy and splitting may be the only way to drive the price of this down.

seczebra



To: SecularBull who wrote (31718)3/3/1998 10:21:00 AM
From: SecularBull  Respond to of 176387
 
Merrill is waiting for the right time to clarify that DELL is still a strong buy...about the same time that the buyers come back in. 142 tomorrow or the next day.