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: jbn3 who wrote (37558)	4/12/1998 12:30:00 AM
From: Sig	Respond to of 176387

Well stated, Three:Have added some comments below <<< I think there are several reasons.>>>( why Dell hasn't moved) <<< 1. As Greg pointed out, there is serious concern about CPQ, IBM, INTC earnings reports.>>> Well considered on the thread, this will hold Dell down a few points <<< 2. The market is not sure how the 'price war' will affect DELL, Michael's comments notwithstanding.>>> Market has always misjudged the benefit to Dell of reduced prices . <<<<5. With lots of major earnings reports coming out in the next couple of weeks, the momentum boys may be concentrating capital elsewhere right now.>>>>> Absolutely , first oils, then banks + financials, and last week the Web stocks got the big money <<<< 6. There may be tax-related selling occurring, making the market softer than normal.>>> 7. The market may be holding its collective breath to see if the DOW can hold 9000.>>> Market today has short memory, 11,000 here we come(gg) <<<< 8. Any fund manager who bought a chunk of DELL and has held it for two years, is probably 'overweighted'. Some may be unable or unwilling to concentrate any more of their risk in (this) one stock, and some may even be selling portions of their positions just to balance their portfolios more.>>> True, but another fund may be buying, data is not available <<<< 9. I think that we might have had up- or downgrades if Friday had been a normal trading week.>>>> Have observed many upgrades on yhoo and lu AFTER they made big moves. How can they upgrade if Dell hasn't moved up???? ( Joke) <<<< You might watch for unusually heavy options trading at the opening Monday, either puts or calls.>>>> Until more Dell news comes out, this should be a key indicator. I plan to monitor the options action on tech stocks via quote.com very closely in the next two weeks . Thanks and regards Sig