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

To: zalesky who wrote (52283)	7/19/1998 10:09:00 AM
From: John Curtis	Respond to of 176387

Zalesky: Today's front page of the Business section of the NYTimes, an article written by Gretchen Morgensen, agree's with you. You might want to read it. As a long time holder of Dell from waaay back in '91, and having exercised the Warren Buffet strategy of never taking profits, now just might be the time. Heh! Regards! John~

To: zalesky who wrote (52283)	7/19/1998 10:20:00 AM
From: Boplicity	Read Replies (1) \| Respond to of 176387

The problem with DELL going down after the bulk of earnings come out is that DELL reports in Aug. Plus, we have a split coming up most likely, both split and Aug. earnings will keep DELL from dropping much. But we have annual Oct. scare which will be muted with back to school and Christmas sales. What's a investor to do? Do the Kimble, slap on some Tom Petty and buy DELL, just buy DELL... Greg

To: zalesky who wrote (52283)	7/19/1998 11:06:00 AM
From: jbn3	Read Replies (3) \| Respond to of 176387

DELL runup, Zalesky, I don't care to try and predict DELL's short term movement at this time. It may do as you say, go to "120 barrier and then retreat" or it may not. We are still headed into earnings, which are probably going to be good. And don't forget that we still face the potential of another split announcement. Why do you impose a barrier at 120? I don't recall that DELL has a history of giving any TA barriers undue respect. (I think Rodney gets more!) FWIW, I sold my AUG 130 calls last week @ 3 1/4 (Obviously too soon) but plan on riding all of my AUG 90s and 95s through earnings. Regards, 3

To: zalesky who wrote (52283)	7/19/1998 12:44:00 PM
From: Jack T. Pearson	Respond to of 176387

zalesky, It may seem impossible for DELL to sustain this rate of appreciation through earnings, but historically it is dangerous to sell Dell before earnings in hopes of catching a pull-back. Look at the period before the last earnings report. Dell broke out of its trading range in mid-April. From then until earnings there were only three pull-backs. If you had sold at the end of the day on the drop and bought back at the end of the day on the next rise, you lost ground. I think it more likely DELL will go sideways for a week or so than to have a significant pullback. iqc.com I also think that the recent run-up started earlier and will continue longer because people see Compaq's recently completed inventory reduction as the end of the price wars. The question that will run through everyone's mind is, "If Dell can improve EPS by 65% during a price war, what will they be able to do after the price war is over?" In any case, I believe the next year or two will be better for Dell than the last year in terms of sales and earnings, if not stock prices. Does anyone else have any thoughts on this?