SI
SI
discoversearch

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 : Stock Attack -- A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?


To: dennis michael patterson who wrote (19416)2/12/1999 2:05:00 PM
From: David Weis  Read Replies (1) | Respond to of 42787
 
dennis ---- DELL miss what number? surely not earnings estimates, huh?

I bought some LEAPS this morning ---- trying for some Mar calls in my other account.

see ya

David




To: dennis michael patterson who wrote (19416)2/12/1999 2:52:00 PM
From: Judy  Read Replies (2) | Respond to of 42787
 
dennis, it is a fair assessment to surmise that DELL's forward growth may be slowing ... until their strategy and business model for migration into the enterprise server market is clearly implemented, such aggressive growth as exhibited in the past cannot be sustained. But then you know that has been my view for some time now. As to what DELL is worth, we'll know on Tuesday when the company gives forward guidance.



To: dennis michael patterson who wrote (19416)2/12/1999 9:11:00 PM
From: Lane  Read Replies (1) | Respond to of 42787
 
Dennis,
Favors mentioned that he felt we are near a short term bottom here. I only caught a glimpse of his spot on CNBC this afternoon. What does your cycles guy have to say?
TIA
Lane

P.S. Dell........OUCH!! They will blow away earnings, can't help but think the forward guidance will be positive.