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To: Thean who wrote (1892)8/18/1998 4:25:00 PM
From: SJS  Read Replies (1) | Respond to of 14427
 
And to add it up with a crowning achievement:
__
16:20 [DELL] DELL COMPUTER Q2 NET 50 CENTS VS 29 CENTS.
16:20 [DELL] DELL COMPUTER Q2 REVENUE $4.3 BLN.
16:19 [SPLIT,DELL] DELL COMPUTER ANNOUNCES 2-FOR-1 STOCK SPLIT.
16:19 [DELL] DELL COMPUTER Q2 50 CENTS.

DeLL "blew it all away" with new numbers.



To: Thean who wrote (1892)8/18/1998 4:42:00 PM
From: Lucretius  Respond to of 14427
 
I think it will have something to do w/ currencies... specifically a weakening dollar and a strengthening Yen. I thought we would get THE rally from lower levels, but it looks like this is it. IMO, this rally should be sold, but I would have sold it this morning too? so who knows? I'm sticking to my guns on this thing. The bull is dead.

-Lucretius



To: Thean who wrote (1892)8/18/1998 9:05:00 PM
From: NucTrader  Read Replies (1) | Respond to of 14427
 
Thean, what do you think of AMAT and KLAC as shorts [other than that they may kick tomorrow off DELL, which added a big exclamation mark to HPs earnings]?