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


To: JRI who wrote (44067)5/21/1998 11:32:00 AM
From: Dave Taylor  Read Replies (1) | Respond to of 176387
 
<...buy the dips...I did, and am very happy.>

Me, too!!! Just bought more his a.m. at 88 1/4. It's on sale today and likely will be for a few days.

Dave



To: JRI who wrote (44067)5/21/1998 11:36:00 AM
From: Paul Merriwether  Read Replies (1) | Respond to of 176387
 
intc long is looking attractive now. maybe i'll add to my long term position with
the proceeds of my (now) lucrative dell short. Then again, perhaps
i'll wait till intc is @ 65 and dell (like a balloon with a slow leak) @ 60. Hopefully in then next few weeks!



To: JRI who wrote (44067)5/21/1998 11:51:00 AM
From: Mohan Marette  Respond to of 176387
 
GTW's loss is DELL's gain.

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.


John:

I heard the other day,could be on NBR, that according to SoundView GTW is loosing market share to both DELL and HWP. So i have no idea why investors are lumping DELL with GTW either.Oh well sooner or later they will come to their senses.