Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Pastimes : James Cramer Skeptic Thread -- Ignore unavailable to you. Want to Upgrade?

To: Ross Roberts who wrote (410)	7/1/1998 4:45:00 PM
From: craig crawford	Read Replies (1) \| Respond to of 1254

>> Where/when did JJC say he's not holding any DELL? << He didn't specifically say that he sold DELL. But he wrote a column for TSC where mentioned DELL in the piece. Noticably absent was a mention of the fund being long DELL at the end of the piece. If Cramer brings up a stock in one of his columns and he is long or short I believe he mentions it at the bottom. Also, in his last YHOO chat he sounded less bullish on DELL. In a chat on May 13th he was talking it up calling it a core holding. In his chat a week or so ago he specifically said he wouldn't call it a core holding, and he sounded like he was less enthusiastic about it. Maybe the PC industry problems are finally affecting DELL, but I will put my trust in Mr. Dell until he is proven wrong. Just a few weeks ago DELL said business was great. I haven't heard anything from DELL to the contrary, even with all the negative industry news. Even though DELL has been lagging M$FT, C$CO, and LU the last couple weeks it is still the #1 performer in the Nasdaq 100 this year, so maybe it is just catching it's breath. I think the chart looks like a nice cup with handle forming and I expect DELL to break out before expiration.