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.

Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Tim Luke who wrote (11238)	2/1/1999 5:38:00 PM
From: JSB	Respond to of 90042

Out of DELL? I feel my gut tightening, though it could be gas <vbg> Jeff

To: Tim Luke who wrote (11238)	2/1/1999 5:45:00 PM
From: P. Ramamoorthy	Read Replies (2) \| Respond to of 90042

This thread moves fast, heavy on frequent updates. Too hard to keep up with so many posts. Are so many updates needed? If yes, stay with one liners. It will be easy to browse through, instead of clicking "next". SI is slow. Ram

To: Tim Luke who wrote (11238)	2/2/1999 6:22:00 AM
From: Neil H	Respond to of 90042

as of right now i'm out of dell and waiting for a pull back, Perhaps a good move. From Street.com *Dinging Dell: Last week JJC made some offhand comment about how much money guys are making betting against Piper Jaffray's Ashok Kumar, who has been sounding an alarm about weakening sales growth for PC makers. This morning he's out with another warning on Dell's (DELL:Nasdaq) slowing top-line growth. The company doesn't report earnings until Feb. 16. While most of Wall Street is likely to focus on year-over-year growth, Kumar will be shining the spotlight on sequential growth, the appropriate measure of a growth company. He estimates Dell's sequential growth for the quarter ended Jan. 31 was a sluggish 11%, which would trail competitors' growth rates. What's more, according to his comparisons, Dell's market share is dropping. Bought PAIR and RMBS yesterday. Sold 30% of my ASND position. Will rebuy if it goes to 70's again. Sold my Gillette as it appears too expensive factoring future growth. Bought into IPO Perot systems debuting today. Regards Neil