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

To: JRI who wrote (1339)	7/28/1998 2:41:00 PM
From: Lucretius	Read Replies (1) \| Respond to of 2578

Imagine the fear that will be created when DELL doesn't rise a few weeks before earnings and actually goes down instead? I think you're going to see this. @ 80x earnings, this commodity producer is in for some serious pain as far as stock price is concerned. The point is DELL can grow sales every qtr and the stock should still coe down. BTW- since that report doesn't tell us what DELL earned for the qtr, it is rather meaningless. This isn't Asia. Mkt share is not the key.... this mkt values profits. We'll have to wait a few weeks for those. Thanks for the info, nevertheless. -Lucretius