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

To: KM who wrote (15128)	8/28/1998 12:07:00 AM
From: Sonki	Respond to of 42787

< Dell? Surely not a "flight to quality" > freight train to quality? The big story was Dell Computer (DELL) as stock jumped 4 5/8 to set a new all-time high... Investors can't get enough of this high-flyer ahead of its split... Company's history of dynamic earnings growth and incredible price persistence also very attractive attributes in today's volatile market... But we found it interesting to hear reports that stock rose yesterday on expectations of strong international sales... Given current global conditions this sounds like a reach to us... That's not to say that Dell won't be able to successful bring its build-to-order model to other markets throughout the world, it's just that current situations being what they are, Dell is unlikely to experience much success on this front over the next 6 to 12 months... In fact, if global unrest erodes domestic confidence, hoped for US demand might not exist... Betting against Dell has been a losing game and we don't advise doing so now... But we wouldn't commit new money at current levels. from briefing.