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

To: James Fink who wrote (36871)	4/7/1998 11:06:00 AM
From: SecularBull	Respond to of 176387

Mr. Fink, I would agree with your plan to sell into an early rally. You will have made your bet work, and you are (seriously) to be given kudos for it. My disagreement with you is not regarding near-term prospects (I believe, based on the current info and p/e ratio, that DELL is fully valued in the 65 range, and downside to 59 is possible). I disagree with your 12 month beliefe that DELL will be lower then than now. This is a point that I believe cannot be supported in fact.

To: James Fink who wrote (36871)	4/7/1998 12:25:00 PM
From: Sig	Respond to of 176387

James: <<<<DELL opening down this morning! $64 minimum, maybe lower. Here is an analysis of options specialist Terry Bedford over at Microsoft Investor. He says DELL is moving down to 61 1/2 AT LEAST:>>> Analysts have been underated Dell for years and continue to do so. Big support on Dell at 65 1/2 yesterday with Nas way down, Big support today at 64 1/2 with bad MOT news and Nas way down again. Play it cool and you may be able to do the (nearly) impossible and pull this thing off by Thurday, become a member of a very rare species of surviving bears. Stay through thursday and yer dead. Sig

To: James Fink who wrote (36871)	4/7/1998 1:23:00 PM
From: JKC	Read Replies (2) \| Respond to of 176387

There is blood on the screen everywhere I guess today belongs to the bears. You could have bet on any stock going down today and would have been a winner. I was very pleased to see that Dell was only down slightly when you compare it to some strong stocks like LLTC. This could only mean that most share holders believe that the price is reasonable and everyone is waiting to see the stock cross the resistance point of $69 to $71 which could happen when they announce news on Thursday. With the strong leaks about the server and Europe business being so strong, IMO they will exceed last quarter sales very easily since the servers are more expensive and more profitable. IMO the CPQ price wars was the best thing for Dell. These price wars will kill many smaller clone manufactures that hold 75% of the market. These smaller clones do eat away at some of the local business market since that can service their local market. But who would you buy CPQ or a no name clone with CPQ prices so low? So when the dust settles and there are only a few left standing, where do you put your money? I am sticking with Dell. So if the stock only doubles this year instead of triples or quadruples, how can I complain. Go Dell JKC