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

To: William C. Spaulding who wrote (57761)	8/12/1998 4:11:00 AM
From: TwoToTango	Read Replies (1) \| Respond to of 176387

I strongly disagree with your observation that "Dell isn't going to do that well this quarter." based on the observation that "Usually, when the market is tanking, they usually come out and support their stock. This time they didn't do it. In fact, when given the opportunity to comment about earnings, they declined." Look at the IDC numbers. (e.g., 80%-plus growth in Europe) and the recent report about extremely strong notebook sales in july. As for the lack of public comment, I think management just didn't want to further heighten expectations that are already very high. Look what happened to Dell's stock last quarter. Their public comments were very positive and led to extremely high expectations. When the company didn't beat the whisper number, the stock was punished (about 95 to 77 as i recall). Even without upbeat talk from management this quarter, the whisper number is getting awfully high. I think this whisper number crap just contributes to volatility, mostly on the downside. So far, the high whisper numbers for dell this qtr aren't driving up the price. They're only driving up expectations for a blowout number. Ironically, a very solid number, such as ..49 or .50 could once again end up being perceived as a disappointment. I'll never forget CNBC's report the night Dell reported its earnings last quarter. it was captioned "Dell Delights" and was very upbeat. Of course, in the weeks that followed the only people who were delighted were the shorts.

To: William C. Spaulding who wrote (57761)	8/12/1998 8:07:00 AM
From: Rosemary	Read Replies (2) \| Respond to of 176387

William, Yes, I do kinda speak Singaporean. They speak the Kings english, while mine is more from Queens. From what I'm reading, and you did give this much thought, you seem to be forgetting one thing. Dell is now one of the leaders, in the ranks of Intel, Microsoft, and group. And money is still going into those top companies. All the mid to low cap companies aren't doing anything. They are frozen in time, while the large caps are getting all the investors. All Dell has to do is one of their usual good reports, and where will all the money go? Right here.

To: William C. Spaulding who wrote (57761)	8/12/1998 12:27:00 PM
From: AmericanVoter	Respond to of 176387

WIlliam, hi... in an effort to better educate myself in the stock market arena, I would like to know what was the article you were referring to in The articles that I have been reading lately has fund managers and analysts painting a gloomy picture for the rest of the year, and this time isn't necessarily going to be a buying opportunity if you don't mind sharing... Also, how do I close put options I write...do I have to buy actual shares...? and how about call options I write... I appreciate your input, and everyone who responds... Thanks Amein