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

To: Lucretius who wrote (611)	5/11/1998 11:44:00 PM
From: lin luo	Respond to of 2578

Oh, my God! I am a bull in the bear ring. Somebody helps me. :-) If I am not making money, at least I have fun. First of all, technical and fundamental analysis to me is like sex education to priest. Are they useful? you figure it out. Volume has useful indication only when it goes extreme (to me, may not be true to you), and it is really unstable. This time, if DELL can pass today's high with any volume, it will go higher. About PE, you just comment on volume, and said PE is high. That is fine. To Dave_s, since I joined your thread (Feb or MAR?), DELL gained about 50%. I still don't understand why you do short as a way of investment.

To: Lucretius who wrote (611)	5/12/1998 7:26:00 AM
From: Moominoid	Read Replies (2) \| Respond to of 2578

Well the last move on DELL could be the beginning of the move down. The price has been pushing on the upper Bollinger Band (I'm using a 34 day Bollinger Band) for quite a while and must head down sometime soon. I predict that when it does it will be quite substantial (ie down to the lower Bollinger Band). I'll send anyone interested a chart that explains this. I ahve similar charts of AAPL and the S&P 500 already on my website. David

To: Lucretius who wrote (611)	5/13/1998 6:22:00 PM
From: Mike McFarland	Read Replies (2) \| Respond to of 2578

re mad, ugly dash to 100. Nothing ugly about it if you are long, however, for me, this was not the case. Sigh. May 90 puts were losers (barring a miracle--why I'd be happy to see Dell drop into the lower 90s and get out with half what I spent...) So, how many decades would it take for Dell to buy back all it's own stock using earnings. Let's see, over the next ten years Dell could possibly make 2+3+4+5+6+7+7+7+7+7 bucks a share (absurd to think there will never be a recession, and that no other company will ever supplant Dell as a leader in PC sales... but just for arguments sake, lets assume that the many other PC sellers out there will always be incompetent, and Dell will always do a masterful job of boxing up these boring commodity items. Earnings are not adjusted for inevitable splits etc) So that's 55 bucks a share. Now let's assume over the following decade the company manages to survive, continues to remain profitable, and does about the same thing. Why, it only takes two decades for Dell to earn enough money to buy it's stock, or I think this is right, to look at it another way, if the price is around $100 twenty years from now, they will have earned enough money to trade at book value. This market is so lame, momentum bullshit.