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Strategies & Market Trends : Stock Attack -- A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?


To: dennis michael patterson who wrote (14128)8/6/1998 1:26:00 PM
From: Electric  Read Replies (1) | Respond to of 42787
 
DELL finally went positive..

Not for long, but there has to be somthing that we dont know.

DELL ought to be up 4 or more like GTW..

Maybe pressure before the pop?

I believe there is reason for this, we dont know now, but will..

Either that or it will do its last hours antics and fly 5...



To: dennis michael patterson who wrote (14128)8/6/1998 1:55:00 PM
From: James Fulop  Respond to of 42787
 
Lurker here... I thought I read that some UK publication had some negative article on DELL (London Times? Economist?) not sure... but I think I read it over on the DELL thread... would that have been the reason?



To: dennis michael patterson who wrote (14128)8/6/1998 2:46:00 PM
From: Judy  Read Replies (2) | Respond to of 42787
 
When buyers return to this market, they are buying on a relative valuation basis.

Some study came out this am saying that PC growth in Europe was greater than expected. Hence the pop in GTW and CPQ since the market perceives they have the best relative valuation in the sector. The market does not have the same perception for DELL, and cannot form such a perception until earnings and forward guidance are out.