SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: Jim Patterson who wrote (57385)8/10/1998 4:37:00 PM
From: Dell-icious  Read Replies (1) | Respond to of 176387
 
Either way, I expect DELL to react like LU did to EPS.

Not if they announce a split along with earnings.
Dell-icious



To: Jim Patterson who wrote (57385)8/10/1998 6:36:00 PM
From: tsyl  Respond to of 176387
 
Re: Dell acting like LU after earnings...

It could happen, I suppose. With bad market conditions.

There are some significant differences in LU and DELL movements though.

I played the h*ll out of LU on earnings runup for a 2 week $70K profit. LU moved from a base of the low 80's, up to a high of 108 about 10:30am the day of earnings.The day prior to earnings LU was up $7 on upgrades, good news, and momentum. Lu rarely moves so much so quickly and profit takers (me) came in on earnings day. Just too much to leave on the table. Its still a great company. Just got a little ahead of itself in price. The stock will run again this coming quarter. Easy money.

Dell has acted just the opposite. After peaking around the LU earnings date, Dell has dropped about $10-15, as you know. If momentum players jump on Dell this week, which in the short term will benefit us all, there could be a mass exodus immediately after earnings ONLY if a split is not announced. .50 cents EPS plus a 2:1 split plus, and this is THE most important thing, great forward looking comments, and you will see absolutely no deterioration imediately in Dell's stock price. In fact, mkt permitting, Dell should increase roughly $20-25 before the ex-date.

If, and only if, we see a massive run up in Dell paralleling that of LU, followed by bad mkt conditions and no split, only then will Dell and LU mirror one another post earnings. Whew!! Bored yet?