Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: OtherChap who wrote (25844)	11/13/1998 12:17:00 AM
From: Dwight E. Karlsen	Read Replies (2) \| Respond to of 164684

I'd rather not make specific predictions on Dell. The stock won't go down easily. Rather what is more important is the leadership of Dell as a sentiment indicator. When techs ramp up, there is (was) always Dell in the background as THE legitimate momentum stock. Other momo stocks have imitated Dell, but failed to deliver the earnings and sales ramp, qtr after qtr. Dell actually did grow to be a gargantuan company, whereas Yahoo still lists its corporate address with the addition, "2nd Floor". Meaning the physical company is actually tiny, and a house of cards and hopes. Ditto of course for ebay, et al. With no Dell to serve as the legitimate example of a really great stock in action, the street will have trouble believing only in hopes. For the tech stocks in general, I think we'll see lower prices across the tech board by quite a good amount by March. Until then, I think its going to be an awfully rocky ride, with more drops than rallies. I think WS has already celebrated Christmas, and now its going to be the jitters until the presents are opened in January. Christmas sales/spending have disappointed for how many years now? I don't think this Christmas will be any different.