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

To: Meathead who wrote (45942)	6/2/1998 10:25:00 AM
From: chuckie	Read Replies (4) \| Respond to of 176387

Dell trading up today, but don't get excited. I do own some Dell but I have to say that this looks like a sucker's rally. The stock is operating in a fundamentally bad environment for technology. Intel's Merced is not the key factor here. The important numbers are: 1)ASPs 2)Market saturation and most important 3) ASIA As far a Michael Dell is concerned. I don't believe him. Every major tech company has felt the Asian fallout, except DELL? Get real. This group gets a little bit euphoric at times, when that happens SELL CALLS. It works most of the time. In any case Dell will be back, but the short term environment for the techs is HORRIBLE. Intel, the tech bellweather is slowing. I rember the days when Intel used to beat by 10 cents a share (think back). This is a sign that a growth industry is going to join the rest of the market. 20-30% year over year growth is unsustainable. That is all. Chuckie The Intel Page home.sprynet.com

To: Meathead who wrote (45942)	6/3/1998 2:08:00 AM
From: Xplorer	Respond to of 176387

OTMEATHEAD & LONGonDELL MEATHEAD, Thanks for your observations. I believe "REAL LOSSES" would only apply in I was not buying DELL back. As long as I stay with DELL at least until it is back to the original sell point I'm ahead. I'm not sure this is a strategy that always works, but as you suggest I may have been the greater fool who got away with it. This time. Also, thanks for reminding me of Peter Lynch's book. It's one I have yet to read. P.S. your posts are among the best on this thread. LONGonDELL, Thanks for your observations also. One question. Does not a trade on options put your stock at risk also? Sooooo.. which is the greater risk?? Thanks to both of you. X