To: HoodBuilder who wrote (42180 ) 5/15/1998 9:36:00 AM From: K. M. Strickler Respond to of 176387
ms, Why is it that every nay-sayer wants to connect any 'bad news' with DELL? CPQ - trouble, so DELL must be ---, INTC - trouble, so DELL must be ---, HWP - trouble, so DELL must be ---, NSM - trouble so DELL must be ---, IBM - trouble so DELL must be ---! Maybe yes, maybe no! At the anal-zits meeting, there was no 'warning' as occurred on other stocks (except HWP - what a bath that was!) All news released 'from DELL' indicate a great quarter! Every one looks at history as some kind of indicator, except that DELLs history is so 'good' that the nay-sayers indicate that IS BAD! And I'll be the first to admit that DELL cannot continue to 'double' every 6 months, but that doesn't indicate that I'll necessarily be unhappy if it takes 7 months either. IMO, what is happening now is that DELL is recognized by many managers, that a certain amount of 'churning' can be done at these levels to 'enhance' their performance since there is a pretty extensive LONG base that does look at the dips as a 'buying' opportunity. Historical data does report that DELL has recovered very nicely since, let's see ---- FOREVER, and all of the 'company' information is 'positive', and there is no 'history' of 'cooking the books', and they have a 'robust' manufacturing system, and they are 'expanding worldwide' not to say anything about the new 'complex' in Texas. I guess, I just don't understand the market anymore. Maybe I should sell everything, buy GOLD, and move into my 'bomb-shelter' - uh - or I could just wait and see how it plays out? Maybe DELL will have another 'banner' year, after all, it is HISTORY! Regards, Ken