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

To: K. M. Strickler who wrote (44061)	5/21/1998 11:22:00 AM
From: JRI	Read Replies (3) \| Respond to of 176387

After listening to A. Greenspan commented to Congress about the Asian crisis, I am more convinced than ever that rates will not be raised in July/August/September. Greenspan is stating that the crisis has not even begun.........he knows that any rate hike (US) could hurt these countries, potentially very bad.......... He is an internationalist, he knows well the impact of his decisions on all. This is, IMO, great news for U.S. stocks, and should prevent any severe correction in the summertime. We are importing deflation to counter the signs of an upward tick in inflation in a few key categories. Probably more sideways action is in store (for the general market), before an eventual upturn sometime before September. IMO- Dell will continue to suffer on occasion everytime another computer company (GTW, CPQ, etc.) gets downgraded, or warns that they can't make their number. What else is new? Such volatility, as long term bulls know, presents a great buying opportunity for all... I have never understood why GTW, competing heavily in the consumer space, has been trading at a PE at or above Dell for quite a while. Also, why does the market (automatically) assume GTW's problems are Dell's. Haven't they learned their lesson from this quarter? Oh well.....looks like a lot of people STILL don't do their homework on Dell. It is tempting to say, after such a nice run-up that we are going to have a lull period for another 3/4 weeks (before another advance), but the problem (I use that word lightly) with Dell is, you never know when that powerful advance is coming.....so, my advice, just stay long....all the time....buy the dips...I did, and am very happy. Hang in there all!

To: K. M. Strickler who wrote (44061)	5/21/1998 11:47:00 AM
From: Walt Corey	Read Replies (1) \| Respond to of 176387

re: but as I see it, it is the BEARs that are driving the stock. I think that is more true than false but as you said all of our positions summed would be a small fraction of that held by institutions. With as many shares as Dell has out it takes some monumental effort, I think, to drive the stock up or down 5% per day for several weeks at a time. I doubt LT and crew can muster that level of stroke. I think the bears are driving it down. The buy and holds aren't effecting the price by definition. I think the rabid bulls drove the price up beyond a reasonable level though and now the bears are driving it back down. Both directions are over corrections. The real issue is, IMHO, what will the stablized pitch become. Walt

To: K. M. Strickler who wrote (44061)	5/21/1998 8:36:00 PM
From: Moominoid	Read Replies (2) \| Respond to of 176387

But, it is my belief, that if all of the stock in DELL, that all of the DELL BULLS hold was added together, it would amount to a SMALL fraction of a Mutual Fund that was 'taking a position' in DELL. I wasn't necessarily referring to the specific bulls on this thread and I don't know how widely DELL is actually held rather than concentrated in the mutual funds. From what I have read here, however, people seem to be saying that it is a stock held by lots of smaller "punters" as we call them in Australia and not so concentrated in the mutuals. So I view the talk on this thread as the tip of the iceberg of all those punters out there many of whom are even worse informed. David