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 Bear Thread -- Ignore unavailable to you. Want to Upgrade?

To: Irish King who wrote (1)	3/8/1998 11:00:00 PM
From: jjs_ynot	Respond to of 2578

I'm not a DELL bear either. I love the company, however I feel that it is currently somewhat overextended. If you look at chart on link 204.162.156.45 Dell is way over it's moving average. This could be interpreted two ways: 1) return to trend growth 2) getting ahead of recent growth pattern. I don't know which. I just wanted to get "the other side of the coin" view. Dave

To: Irish King who wrote (1)	3/8/1998 11:04:00 PM
From: KM	Read Replies (1) \| Respond to of 2578

Irish: Faith and Begorra! Top of the evening to you! Just wanted to say hi. Thought you were gone forever. Good to see you. Truf (you remember me don't you? - Also Irish!)

To: Irish King who wrote (1)	3/9/1998 8:59:00 AM
From: jjs_ynot	Read Replies (1) \| Respond to of 2578

With Intel warning, there seems to be some other issues at work than just a COMPAQ meltdown. It is my impression that many of the CPQ units overstocked in inventory have AMD chips. Thus the Intel warning may be focused on companies other that CPQ (perhaps IBM, DELL, etc.). Also the lead time for DELL 333 MHz units is 4 weeks due to limited supply of the chips. Will DELL suffer a sales slowdown since Intel can't supply all the high end chips at a fast enough pace? Dave

To: Irish King who wrote (1)	3/10/1998 12:10:00 PM
From: jjs_ynot	Read Replies (1) \| Respond to of 2578

It's very difficult to separate a good company from a good stock value. This may be a case in point where a great company reached a valuation that just couldn't be sustained.

To: Irish King who wrote (1)	3/10/1998 11:10:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 2578

I thought you went long today, and I turn around and here you are! And there I was congratulating you on the regular Dell thread for having made a couple of points in one day. Now, what am I to believe? Regards, Paul (the bull) Chuzzlewit (the cat)