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


To: jz who wrote (47001)6/10/1998 12:33:00 AM
From: Techie  Read Replies (3) | Respond to of 176388
 
Hi John, I don't have the MF available at home and I didn't check it at the end of the day. But last time I checked intraday it was down less than 10M for the day.

I think CPQ has a lot more upside at this point than Dell. But it might see some resistance around 31 which is ~200dma. I would not underestimate their might. They have nothing to lose, Dell has a lot. There is potentially a giant W forming on the CPQ chart. But we may get some "buy the rumor sell the news" here, and the risk of missing the Q is pretty high (though well known and therefore most likely in the price). On Thurs. I think they will try to assert their strategy for the merged operations/marketing as well as more details on the net strategy. Basically further build investor confidence by showing they have a REAL plan.

Sorry it's neither here nor there, but...



To: jz who wrote (47001)6/10/1998 10:30:00 AM
From: SecularBull  Read Replies (1) | Respond to of 176388
 
jz, want some advice? Be skeptical of ALL opinions on this thread. When someone discusses the fundamental prospects for the company, be sure that they use factual data to support their argument. Certain individuals on this thread have the ability to make authoritarian statements that sound solid, but are really not backed up with any facts whatsoever.

I agree that DELL is high relative to trailing earnings, but don't make the mistake of underestimating the stock's resilience. All you have to do is look at the chart. Compare it to CPQ, IBM, HWP, MU, etc. DELL will move higher, because earnings growth and cash flow will support such a move. We're not talking about smoke and mirrors here. It's all very real.

Good investing,

LoD



To: jz who wrote (47001)6/10/1998 10:37:00 AM
From: SecularBull  Respond to of 176388
 
jz, this was sent in response to my previous post to you:

>>Hi LoD,..Re:<<All you have to do is look at the chart. Compare it to CPQ, IBM, HWP, MU, etc. >>

Maybe a picture will help to illustrate your point.

techstocks.com.

Regards,

Lee
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