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

To: Mohan Marette who wrote (77514)11/10/1998 9:05:00 AM
From: LWolf  Read Replies (4) | Respond to of 176388
 
Is Piper Jaffray's Asholk Kumar doomed to irrelevance?

This morning on CNBC, Herb Greenberg (of TheStreet.com) talked about DELL and Kumar's comments. I didn't hear the whole thing, but found an item in this morning's edition of TheStreet.com from Greenburg:

excerpt:

Credibility killer: Piper Jaffray's Ashok Kumar on Monday
told his clients that when Dell Computer reports third-quarter
earnings Thursday, the final numbers will show that Dell's unit
growth rate lagged the PC industry, he believes. As a result, he
said he thought its stock was too high. Investors reacted by
bidding Dell up another three points.

This was just the latest in a series of warnings by Kumar about
the PC makers, and investors may want to pay closer attention.
Analysts don't just make willy-nilly against-the-grain calls like
that unless they think they're right. And Kumar's been right
before. (See Eric Moskowitz's recent profile for TSC's Unsung
Heroes series.)

To be wrong with calls like that is to be destined to a future of
irrelevance.

thestreet.com

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To: Mohan Marette who wrote (77514)11/10/1998 9:26:00 AM
From: Sig  Read Replies (2) | Respond to of 176388
 
Mo-San
I have to admit that I don't understand why a high short interest
in Dell is considered bullish.Dell seems to perform very nicely(300%last year, 240% this year). Are those short shares used as insurance to protect high gains in some way?, Or does somebody really expect Dell to come apart at the seams?.
In either case, I have had to ignore them.
Sig



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