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

To: stock bull who wrote (94609)	2/4/1999 12:43:00 AM
From: c.r. earle	Read Replies (2) \| Respond to of 176387

stock bull, I would be less than forthright if I felt that I actually knew what would transpire with earnings. But I will venture some calculations based on the recent trading and numbers that have been released on the industry numbers concerning P.C. sales. The real push to the recent price move in the stock began shortly before the Jan. 29 release (or it may have been after market close on the 28th) of industry figures showing a marked increase in percentage gain on CPQ. It would seem that a number of individuals were privy to this and and started the bidding early. After the numbers were released, well the rocket was off. So there considerable belief that these numbers will translate into considerable market share for DELL and strong earnings. Most (if not all) of the big PC sellers have reported strong earnings. So the logic deems that so will DELL. I would be comfortable with earnings of 5-8 cents above estimates. But again so many variables to consider. Attempting to play the pull backs is extremely difficult. If you feel strongly about a stock, I would recommend you stay the course, use limited margin and enjoy. They are projecting a market cap of 1 trillion $$ for MSFT in the next several years. Dell will likely also continue to grow. Buy and hold has made me considerable capital, when I have attempted to catch the swings,... well lets us just say I may be fortunate once and awhile. But when I start to believe that I actually can make money trading, that is just about the time the market teaches me that I cannot. I would concur with comments made earlier that to see a stock split we will need to see at least (I would think) $120. If we are close to this number before earings and the numbers are very good, we will easily see $120+. I feel there is considerable merit to the belief that DEll will reach $115/120 before earnings announced. I will gauge my strategy accordingly very close to that time. But my position is somewhat different, I am playing with options. If I was holding stock, I would not even consider selling. If you look at the movement of the stock over the last 5 years,...well I assume you know my meaning. It is also worth noting that with a great deal of recent options being deeply into the money, I would also think that a fair number of people will simply play the options till the end hoping for great earnings numbers and simply purchase the shares. Excuse the rambling post. I hope it has been of some assistance.