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

To: Lucretius who wrote (1340)	7/28/1998 4:21:00 PM
From: JRI	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.>> Well, if it does rise, you theory is groundless (and the fear will be in the minds on shorts....). If it doesn't rise, many may see it as a great buying opportunity........or, experienced investors, and those funds that have made a killing off Dell, will just wait.....it will take an awful lot to shake the "core group" of longs out of this stock (BTW- From about August 1997-January 1998, Dell was essentially flat....those who held from August '97 on were rewarded; those who sold were not (unless they jumped back on later) That's the advantage we longs have Luke, time...we can wait until the market rewards the top companies...Dell is one of the best companies around... << @ 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.>>> All knowledgable investors look at FORWARD GROWTH RATES concerning fast growing companies....Dell forward PE is around 50...it grows earnings at 50 and above....still cheap for a growth stock. ......Sorry, PC's are not a commodity. <<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. >> One can do the math pretty easy......and it comes out to at least 49 cents, and, if everything falls in place, .51 or .52 (depending on the number of shares boughtback during the quarter, etc)...You are telling me that the odds favor Dell being lower in 3 weeks, given they grew units at 72% worldwide last quarter?...(Don't forget about the coming split!)..Think the odds are against you on this one... <<Thanks for the info, nevertheless.>> You always end your messages to me politely. Can't argue with that! Good luck with your investments. -John