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

To: Jorge who wrote (32977)	3/8/1998 2:52:00 AM
From: China Trader	Read Replies (1) \| Respond to of 176387

Dell's responses don't tell much. If you looked at the quarter end date for CPQ vs Dell, you'll notice that CPQ already completed 2 months whereas Dell has 2 more months to go. It's too early for Dell to make a statement on the earnings warnings, even if there is going to be one later. The statement issued by Dell at this time is full of euphemism. Historical band... Major areas... at this time... which allow Dell to react on price adjustments using historical band... to report on weak results on non-major areas at a later time... I was totally surprised of the resiliency of the market and of Dell in particular on Friday. I think there must be some enormous buying power that will propel the market higher no matter what happen to the earnings warnings. Just to make the record straight, I shorted 1000 shares of Dell on Thursday at 134 15/16. And I am paying dearly for it at Friday's close. I believe Dell will do very well in the near term, possibly going up to 150 presplit, if not 180-200 in the next 4-5 weeks. But eventually, the weak PC market will come down to all companies, including CPQ and Dell. So if I can hang on to my position, I can make good money, or lose big when Dell runs up to 400. By the way, I like Dell. My son bought a Dell notebook when he went to Wharton last fall, after I brought him to a store to get a CPQ. And I recommended Dell to a Compaq friend, telling him the story of my son, and he exercised some of his CPQ options to put the proceeds into Dell, and he thanked me for it. I shorted Dell simply because I think the Asia flu will infect America in the next 6 months. And Dell's price is too high. I also sorted Lucent, another great company with high price. hui

To: Jorge who wrote (32977)	3/8/1998 7:42:00 AM
From: Phillip Crone	Respond to of 176387

Jorge: I don't think I have heard anyone hear say they are "lying". They are just saying things are fine last month and today, as always they don't make predictions about the future and that has been Dells practice in the past, so all of us investors are on our own to make judgements regarding the future. Based upon earning warnings from Intel, Motorolla and CPQ, if Dell escapes this one you will even have me believing they are different, even though I won't go long at this point.