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: ratan lal who wrote (35166)	3/22/1998 6:01:00 PM
From: RationalX	Respond to of 176387

Ratan: dell may climb even though fundamentals may say otherwise. But comparing Dell to MUs behavior, at least to it's current behavior, may not be wise. I am familiar with MU, as I shorted that thing in the 90's. the herd thought i was crazy. the longs were betting on demand outstripping supply.... they were wrong. If you observe the current euphoria of DELL it is comparable to MUs when it was in the 90s. people were in love with the stock. they continued to love it despite all the reports of excess capacity coming on line... there was enough signs telling investors to leave. The good ones did... the die hard longs may still be holding... RationalX