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

To: GRANOLA who wrote (57970)	8/12/1998 10:35:00 PM
From: Sig	Respond to of 176387

Granola: OTOT How about a bit of speculation on what is known: 1. Loyal Dellhead thread followers have best info excluding perhaps Mr. Meredith or the BOD's. Yet many here are waiting, hoping, to get Dell at prices down in the 90s so are only buying on (practically non-existent)dips 2. Money M's generally limited to 5% in any one stock but can legally keep it if the price increases to exceed 5%, just can't buy more . With a 280% rise in Dells price( Ref William's post), there are not many MM's buying(hahaha) (am not sure this is totally right, but should be close) 3. No need for BOD's to buy Dell stock, they get options! 4. New Dell investors (including my friends and relatives) are not sure yet whether Dell is a big winner. They compare it with their previous best holdings, which may include HD, Sap, Wmt, Dial, Aol so it's not clear to them (yet)that Dell will make most of those look like turtles in 6 months or less. 5. Most brokers, money managers, funds have many stocks to cover Dell just one more 'item', And there is no news coming in!!! In their mind Dell is just another tech earnings report for the week, and could pull an HWP. If wanting to buy they may play it safe, wait for the (afterhours) report and if good will buy stock that night (how do they do that???) and it will open up @ 8 points on Weds morning. 6. There has been no public news on a split, but that vote for increased shares was well publicized and IMO responsible for an excessive run-up. Summary: The public (other than thread members) are less certain of a good earnings report, less aware of the good chance for a split, and may consider $108 too high a price. And the last item is exactly why we are very likely to get a split. Sig