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


To: Patrick E.McDaniel who wrote (43771)5/20/1998 8:56:00 AM
From: Ken Bobey  Respond to of 176387
 
Bears are worried they'll have to cover at +100. DELL executes perfectly.

Happy trading!



To: Patrick E.McDaniel who wrote (43771)5/20/1998 9:01:00 AM
From: Tweaker  Respond to of 176387
 
When I was new on the Thread I let the bears scare me out of sum of my Dell shares. If I sold all the shares of my other stocks in my portfolio I could not but back the DELL I lost. It has grown too much. I learned my lesson the hard way. We need to look at the big picture, not current fluff.

30 X 700= -21000 bucks

bears cost you bucks



To: Patrick E.McDaniel who wrote (43771)5/20/1998 12:37:00 PM
From: Chuzzlewit  Read Replies (2) | Respond to of 176387
 
Patrick, it's hard to be an intelligent bear on fundamental grounds. The financials are superb, growth was superb -- what's not to like? And all of this in an environment that caused major problems for CPQ , HWP and IBM. So the bear argument needs to take the form of one or more of the following:

1. The growth of the computer market will drop;

2. The general market will drop;

3. Dell will lose its competitive edge to another company to be named later (this is a variant of the "no barrier to entry" argument).

I find it interesting that there is no evidence to support any of these positions.

TTFN,
CTC