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

To: larry who wrote (1215)	7/17/1998 11:50:00 AM
From: stock bull	Read Replies (1) \| Respond to of 2578

Larry, where do I start? You sure covered a lot of ground...well, here I go: <<I think that DELL will miss the whisper number, but beat the first call by 2 cents. A massive profit taking should follow suit unless DELL splits.>> This is what happened last quarter. Why do you think this event will repeat itself? I would like to think that Dell has a few "cents" buried in their numbers so they could beat the earnings estimate by 4 to 5 cents. Well, its all a guess at this time. Will have to wait and see what happens. I'm on the fence with respect to holding or selling prior to earnings date. <<The internet is where the future growth is, and the high double digit growth rate for DELL should be over soon.>> Not sure I understand this comment. What does e-commerce on the net have to do with Dell's growth? In fact, Dell expects to sell over 50% of their pc's through their web site. This should help Dell's growth as the cost of each sale is cheaper on the net as compared to other selling methods. <<Maybe I will come back to play DELL after the expected correction, but if their market cap goes above 100-120 billion, I won't touch the issue anymore unless there is some nice fundamental changes about their business.>> As I said in an earlier message, why not short Dell? What's Dell's present market cap...I calculated approximately 70 billion. So, if I'm correct, we still have a way to go. <<Also the technical analysis indicated that DELL, MSFT, CSCO, and LU are all well over bought>> Are you a TA or FA? I tend to favor FA as I just can't see how the TA's can forecast the stock/market direction by using the charts. At best, forecast has always been a tricky business. <<Talking about the DELL rally, I strongly believe that the Street is manipulating the issue...>> This is illegal and just can't be true. <VBG> <<I have some good friends who work on the street and they told me how they bought the pharmaceutical issues up early this year, and they shorted them in concert for some nice gains. >> Given this, you should have it made. <VBG> Good luck with your investments. Stock Bull PS: Are you at liberty to tell me what other stocks you own? <<