SI
SI
discoversearch

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 Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: SecularBull who wrote (45694)6/1/1998 11:28:00 AM
From: MichaelW  Read Replies (1) | Respond to of 176387
 
Dell fundamental are still the same.

I don't think Merced will have a negative impact until mid 99, if it still does.



To: SecularBull who wrote (45694)6/1/1998 12:29:00 PM
From: Jim Patterson  Read Replies (1) | Respond to of 176387
 
RE: This delay does not effect the fundamental outlook to me.

Just checkin :)

re: Jim P., didn't you make some predictions the last time DELL was at 75-80 pre-split (the last split). It doesn't seem that they came true.

Unfortunately, I was off buy a little on my expected price peak.
However, My origional statements were that DELL would report a good Feb, and that the May report would be the one to watch.
So far I am right on the money as far as that goes, though I will admit, the may report lacked the weakness that I had hoped for. I will have to settle for the whisper miss.

Now if I could just get the stock to reflect what is happenning in relation to EPS numbers.
No...Wait... DELL is off about 18% from the pre EPS release high, that left a little to be desired. Maybe something is up.

Jim
PS, I manages to get some stock off @ $80. I don't know if that is good or bad yet. Time will tell.