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: SecularBull who wrote (38235)	4/17/1998 2:58:00 PM
From: Lee	Read Replies (1) \| Respond to of 176387

Long,..Re:<<His argument will be that management is out-of-touch>> Maybe he's invested in Cendant and therefore thinks all management operates in that fashion? Regards, Lee

To: SecularBull who wrote (38235)	4/17/1998 3:12:00 PM
From: Chuzzlewit	Respond to of 176387

LOD, what really bothers me is that the bears seem to be trying to rationalize their decisions. For example, suppose Lucretius is right about some local suppliers in Austin getting orders cut back. At the same time we hear from Rosemary that JBIL has just gotten some sizeable orders fro Dell. To my mind the most reasonable explanation for this is a realignment of suppliers, but even it portended some weakness in the market, none of this points to a long-term problem. Regardless of what Dell does, Jim Patterson has a negative interpretation. I had a fantasy that if Dell were to report $.60 this quarter there would be some bear out there telling us this was negative because it obviously means that they are stealing sales from the quarter after, and since we may have disinflation, that money would be worth less than the profits earned the following quarter. And so it goes discussing thing with Dell bears. TTFN, CTC