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


To: Chuzzlewit who wrote (41240)5/10/1998 12:30:00 PM
From: Lucretius  Read Replies (1) | Respond to of 176387
 
Quite, happy actually. Gold stocks have been performing well for the last three months, and in case you haven't noticed, the mkt is moving lower and interest rates are moving higher. These are FACTS. Price eventually catches up w/ fundimentals. So it will be for DELL. I've got plenty of time to wait. I have no interest in going long and playing chicken w/ other DELL holders in trying to decide how high and bloated you can get before you have to swerve out of the stock before the other guy does. just my opinion. If the stock were to return to under 20x earnings, I might go long.

BTW- not comparing DELL's and USRX's businesses, just the manias surrounding them, and the eventual long fall form grace. Wallstreet giveth and it taketh away, and it often taketh away much more than it giveth on the way up. Fear is a much stronger emotion than greed. I think you will see this very soon.

-Lucretius