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

To: c.r. earle who wrote (94614)	2/4/1999 1:12:00 AM
From: stock bull	Read Replies (2) \| Respond to of 176387

C.R. Earle, thanks for your detailed response. You make some very good points. I agree that trying to time a stock, or market, is a very difficult thing to do. A buy and hold strategy generally produces more profits for an investor. By the way, I usually am long a stock and don't try to time my orders. I prefer fundamental analysis and will sell a stock when I think the fundamentals of a company, or sector, are changing. As I said, Dell tends to be in a different league than most companies. They have set the bar very high, and there is no margin for error. Well, lets see how things play out between now and earnings time. Again, thanks for your detailed thoughts. Stock Bull

To: c.r. earle who wrote (94614)	2/4/1999 1:40:00 AM
From: On the QT	Respond to of 176387

Your thoughts are far from rambling, more like a watershed. Not bad c.r. I believe you have more talent then you give yourself credit for. If I were running the company, unless I had some pretty compelling reason(s) to create a huge short term runup, I could not endorse the 5 to 8 cents above earnings goal/estimate. Remember, that estimate is .31. So 20 % above that should blowout the quarter, but may contribute to the problem of greater and more unreasonable future expectations etc. Game plan would be to teach WS to treat the company with less wild and unfounded expectations (whisper number(s), while rewarding the shareholders with steady and continued growth in the stock. Therefore, how about a mildly positive earnings number that perhaps because of past history, and unreasonable expectations, may in the short term cause a mild downturn, but contributes towards the longer term health of the stock? In a way, that is what took place last quarter. A few were critical of the fact the stock took a short term hit, but look at where it is now. Regards, QT