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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?


To: Ally who wrote (495)4/20/1998 4:05:00 PM
From: jjs_ynot  Read Replies (1) | Respond to of 2578
 
This is a difficult market to get a handle on. There is a vicious sector rotation going on while the overall market more or less treads water. I have little confidence on the short term movement of any sector or stock. I am concerned however about the flow of money into the speculative and smaller cap issues. This may suggest an overall market pullback of a decent size in the not too distant future.

Regarding DELL specifically, the market will probably be trying to size up the other Tech earnings to get a handle on DELL's outlook.



To: Ally who wrote (495)4/20/1998 4:11:00 PM
From: jjs_ynot  Read Replies (1) | Respond to of 2578
 
IBM
1.06 versus 1.05 Actual vs Estimate

revenues up 2% Revenues were expected to decline from previous
quarter