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

To: Lucretius who wrote (40353)	5/5/1998 8:52:00 AM
From: tony 890	Read Replies (2) \| Respond to of 176387

I trust you..sorry if I thought you were, a "sitting bear"(sic)! I still don't know when this thing will be over. B....uuuut, there will be plenty of signals. Later, tony

To: Lucretius who wrote (40353)	5/5/1998 9:47:00 AM
From: JRI	Read Replies (2) \| Respond to of 176387

<<LOL!!! look I'm not a permabear that's been sitting around for the past 5 yrs saying we're going to crash..LOL!!! Get real, I just turned bearish about 2 months ago as this mkt began diverging from the fundi's and trading on hopes and dreams. I haven't missed anything but the euphoric rise of the last 2 months, trust me.>> Lucretius: About 7-10 days ago, you wrote that you were now invested in Japan and gold stocks (Being the contrarian that you are...) Let's look at what has transpired since.... Dell: Good news: Has gained 10%, 15% +. Blowout earnings expected in two weeks. 1Q gains of over 60% in key markets, exceeding expectations........(I could go on and on). Bad news: Uh.....help me out here! Gold stocks: Bad news: Massive selloff on Friday.....Many major banks with huge short positions....ECI number confirms that inflation is benign; Highly unlikely that the Fed will raise in May or July...September starting to look doubtful too. Good news: None. (that I know of....) Japan: Bad news: Two of the world's most respected investors, Warren Buffett and Julian Robertson (Tiger) have publicly stated that investors should stay away from the Japanese market, that its problems will take a long time to sort out.. For the fifth straight month, household spending has declined in Japan (the largest drop in nearly 25 years; Unemployment is at 3.9%, the highest in many decades;a 7.4% drop in auto sales (13 straight month of drops).....The head of Sony Corp. declares the Japanese economy "a disaster".....The lead investigator in the country's banking crisis commits suicide...(he sure sounds confident!) Good news: The ruling LDP (certainly a reliable, unbiased source of information) publicly states that the Japanese economy is in a good shape, and is recovering <ggg>. In your comment several days ago, you indicated that Gold has beaten the S&P since January. Now you are stating that you have been long U.S. until 2 months ago......If this is the case, then you did not participate (much, if at all) in gold's rise earlier this year, nor in Japan's rise earlier this year (so why did you even mention that fact in your post?). You should seriously reconsider your long position in these two areas given recent developments ..........................Japan, well I would rather listen to Buffett and Robertson (and the head of Sony) over you, my friend! Unless you have been long Dell since Jan. 1, we longs have killed you this year (no matter what your position was).......and we will still be ahead even if Dell drops a bit from these levels..... Lucretius, your posts are sounding more and more desperate, and, in case you haven't noticed, we longs are not concerned about any (potential) drop because we all believe (based on fundamental evidence) that Dell will be much higher 6 mos. from now and 1, 2, 3 years from now.......If traders like you want to try to bet the ranch on short-term swings, good luck.....I (and many of us) prefer the long-term.......If you really want good debate, give us data (not noise) that can convince us that our long-term position in Dell in unwarranted.....