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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?

To: larry who wrote (1203)	7/16/1998 11:06:00 AM
From: stock bull	Read Replies (1) \| Respond to of 2578

Larry, thanks for the response. I really didn't mean to imply that the Dell people on the thread don't have experience in investing. I'm sure most have considerable experience. Its just that some of the comments posted make me wonder what they are thinking. Some imply that Dell will go on forever, and that there is no competition out there. I think you and I would agree that this is just not the case. Well, time will tell. What's the next good investment. I agree with your comments on the internet stocks. However, I think we may see a repeat of the Netscape situation before its over with...that is, a rapid climb followed by a rapid fall, than finding some stabilization. In the end, earnings, growth rate, etc. will determine how the sector performs. Stock Bull

To: larry who wrote (1203)	7/22/1998 11:59:00 PM
From: Samnsm	Read Replies (1) \| Respond to of 2578

DELL History Here's a perspective on DELL... 1.) Dell had a shareholder meeting on July 17th. One item on the agenda was to increase the outstanding shares from 1 bil to 3 billion. A split announcement will most likely come with earnings on Aug 19th. 2.) Now that the other big names like MSFT, INTC have announced, traders will move into Dell as the next big play in August. 3.) For the last 3 earnings periods this is the way Dell stock performed in the FOUR WEEKS PRECEEDING EARNINGS. May earnings: Dell rose from $65 to $98. A +$33 rise. When there was no split announcement the stock dropped to $78, a -$16 loss. Feb earnings: Dell rose from $91 to $113. A +22 rise. When the split was announced it rose another +$25.50 before the split three weeks later. A total $47 run in seven weeks. Nov earnings: The Nasdaq was in the tank testing new lows at 1500 the week of the announcement. Dell had been down with everybody else until two weeks before the announcement. Dell rose from $71 to $87, a $16 rise, in spite of the Nasdaq collapse. 4.) Even if Dell does not announce a split with earnings, the positive vote on July 17th will insure a flood of investors into Dell stock prior to earnings. This will insure another big run up. Here's a perspective on DELL... 1.) Dell had a shareholder meeting on July 17th. One item on the agenda was to increase the outstanding shares from 1 bil to 3 billion. A split announcement will most likely come with earnings on Aug 19th. 2.) Now that the other big names like MSFT, INTC have announced, traders will move into Dell as the next big play in August. 3.) For the last 3 earnings periods this is the way Dell stock performed in the FOUR WEEKS PRECEEDING EARNINGS. May earnings: Dell rose from $65 to $98. A +$33 rise. When there was no split announcement the stock dropped to $78, a -$16 loss. Feb earnings: Dell rose from $91 to $113. A +22 rise. When the split was announced it rose another +$25.50 before the split three weeks later. A total $47 run in seven weeks. Nov earnings: The Nasdaq was in the tank testing new lows at 1500 the week of the announcement. Dell had been down with everybody else until two weeks before the announcement. Dell rose from $71 to $87, a $16 rise, in spite of the Nasdaq collapse. 4.) Even if Dell does not announce a split with earnings, the positive vote on July 17th will insure a flood of investors into Dell stock prior to earnings. This will insure another big run up.