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: stock bull who wrote (42164)	5/14/1998 7:16:00 PM
From: John B. Williams	Read Replies (3) \| Respond to of 176387

This is only my two cents but don't forget that this is triple witching week as well as the week before earnings. This kind of volatility in this stock is not uncommon.

To: stock bull who wrote (42164)	5/15/1998 12:41:00 AM
From: jbn3	Read Replies (3) \| Respond to of 176387

re DELL analyst meeting Stock Bull, 1) As I understand it, DELL can't hold an analyst meeting now, because with earnings next week they are in the "quiet period". * 2) DELL did hold an analyst meeting on about 9 April I believe. My impression is that was a major event (like all day?). It is noteworthy that not one analyst lowered estimates or ratings after the meeting (to my knowledge). Nor am I aware that they raised them. 3) A DELL spokesman (CEO Michael or CFO Meredith) appeared at the Hambrect and Quist conference about 1-2 weeks after that, and once again reported 'robust' sales. It would have been easy, convenient, and simple for either of those two spokesmen to have gently reduced expectations at those conferences, blaming a possible slowdown on Asia, El Nino, or cut-throat competition. Yet they did not. You interpret that as you wish. * Is there anyone who can provide a link or definitively explain the term "quiet period"? What it is, when it is, and what legal, traditional, or punitive force it carries? DELLish, 3.