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 Bear Thread -- Ignore unavailable to you. Want to Upgrade?

To: Bruce L who wrote (653)	5/15/1998 1:21:00 PM
From: AlanH	Read Replies (1) \| Respond to of 2578

Why is it that on this Dell bear thread... no one even comments on the drop of $3 3/4 today? Do you people think its just nervousness before earnings are announced Monday? That the stock will bounce later in the day? The stock will not bounce, expect a lower close. siliconinvestor.com As for nervousness, people should be. The bitter irony for DELL bulls may be that DELL meets (or, beats) the estimate, yet goes down. More important than current earnings, I believe that DELL will guide expectations slightly downward. What if DELL indicates that all geographies are strong, continued growth is anticipated, BUT margin pressure is building?

To: Bruce L who wrote (653)	5/15/1998 3:44:00 PM
From: Dell-icious	Read Replies (1) \| Respond to of 2578

How about market maker plays due to option expiration? Option volume on the 90 calls is huge, which brings enormous pressure for the stock to settle around 90. Dell-icious