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


To: Lee who wrote (94654)2/4/1999 9:28:00 AM
From: T L Comiskey  Read Replies (1) | Respond to of 176387
 
Lee.......RE..."Looking at PAIR - favorite subject (xDSL)".....Hi Lee.....you view is appreciated....Im interested also....thx...Tim



To: Lee who wrote (94654)2/4/1999 9:33:00 AM
From: Devil's Advocate  Read Replies (1) | Respond to of 176387
 
Lee,

I'm holding PAIR for the following reasons:
- Hot sector in 99 (HDSL, ADSL)
- Company has $3/share in cash and no debt (currently trading at 10).
- Company is showing a profit.
- First three reasons make it a target for takeover, IMHO.



To: Lee who wrote (94654)2/4/1999 9:55:00 AM
From: Mohan Marette  Respond to of 176387
 
<--OT--> Lee, my trading position now has the following stocks,some left over from couple of days ago,some bought this morning.

TD
JBOH
NITE
NDB
PER
ABBBY (ADR)
WIND
AOL
QWST

I may hold some a day or more some I'll trade,I am sure I will make some money and lose some,oh well then it keeps out of trouble anyway.

You buying PAIR,I heard Tim Luke mentioning it the other day,like the financials,will have to take a look certainly.

BTW is Dell up today?



To: Lee who wrote (94654)2/4/1999 10:24:00 AM
From: Mohan Marette  Read Replies (2) | Respond to of 176387
 
<U.S Economy> Best news I heard in a while.Economic Data Yippeeeeeee!

Lee:
Looks like out Super Tanker is gaining a little momentum here.

Yup it looks like "head fake' me as Voltaire would say pure and simple,I am speaking of the market of course.

Ooops I forgot,now that things are looking better than last year particularly in the manufacturing sector,what do you think are possibility of inflation gaining some momentum, I don't recall any data that suggests that this is so. I think today's market action might be a temporary worry about the inflation thing which should fade away hopefully as the day progresses.What are your thoughts?
Thanks in advance for your input.
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· Alert: U.S. Dec Durables Orders Rev To +3.1 Pct From Previous +1.9 Pct - Reuters - Thu 10:01am

· Alert: U.S. 1998 Factory Orders +2.1 Pct Vs +5.4 Pct In 1997, +3.9 Pct In 1996 - Reuters - Thu 10:01am

· Alert: U.S. Dec Factory Orders Biggest Gain Since Matching +2.3 Pct In Nov 1997 - Reuters - Thu 10:00am

· Alert: U.S. Dec Factory Orders +2.3 Pct After Rev +0.4 Pct In Nov (+0.6) - Reuters - Thu 10:00am


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