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

To: Jim Patterson who wrote (69317)	10/5/1998 5:34:00 PM
From: SecularBull	Read Replies (2) \| Respond to of 176387

What's 1/4 billion, when you have 14 billion? Don't put all of your eggs in one basket... LoD

To: Jim Patterson who wrote (69317)	10/5/1998 5:35:00 PM
From: 007	Read Replies (1) \| Respond to of 176387

So how many shares does Michael have? M. Solum

To: Jim Patterson who wrote (69317)	10/5/1998 5:47:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

oscillation weighted buying/selling shows from 10:30am to close on the Nasdaq 75% was buying weighted. Dell shows a similar pattern. much program trading moving stock ahead of anticipated sales. if the sales don't come in, they'll need to buy back the same shares to cover their positions some good news that wasn't factored into the market today obviously: The Supreme Court let stand an appeals-court decision that critics say improperly broadens the definition of securities fraud and opens the industry to a raft of new litigation. Without comment, the justices said they won't consider a class-action lawsuit alleging that three big broker-dealers defrauded customers by relying solely on the Nasdaq Stock Market's so-called "national best-bid or -offer" system to execute retail stock orders. A federal court originally dismissed the suit, and a three-judge panel from the Third U.S. Circuit Court of Appeals later upheld that decision. But in January, the full appeals court overturned the dismissal and found in favor of the customers.

To: Jim Patterson who wrote (69317)	10/5/1998 5:53:00 PM
From: divvie	Read Replies (1) \| Respond to of 176387

It is certainly healthy to be skeptical of the things that you mention, but I have noticed that DELL have tempered their enthusiasm somewhat. They used to say everything was great and people started expecting miracles. Witness the May 98 earnings announcement. They beat the street but not the whispers. The stock got punished. This August they seemed to have learnt their lesson. In mid July Tom Meredith announced that ASPs were falling and the stock was punished. What he did not say was that gross margins had increased so when the numbers came out there was an upside surprise that sent the stock up a few points. It seems that DELL had learnt to be careful with their gung ho statements and actually try to tone them down. This is different from the situation you describe. I am not a blind follower of DELL. I have tried to exhort members here to go to the CPQ thread as they have a lot of posters there that have a good understanding of IT enterprise issues that will affect DELL down the road. However, I do believe, if you are talking about DELL (my post has become so long that I've forgotten what you wrote!) then you may be wrong in this case.