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

To: SirVinny who wrote (98585)	2/13/1999 1:59:00 AM
From: Brian Malloy	Respond to of 176387

Go For It!

To: SirVinny who wrote (98585)	2/13/1999 2:12:00 AM
From: Jeffrey E. Klein	Respond to of 176387

i'll join you. I'm very angry.

To: SirVinny who wrote (98585)	2/13/1999 2:17:00 AM
From: Naggrachi	Read Replies (2) \| Respond to of 176387

<<IMO the whole profession of analysts, and I use the term loosely since I don't want to offend the true professions, should be banned or at least their opinions should be restricted to after the earnings are posted and their analysis is based on facts rather than conjecture>> As tightly run as the SEC is, one would think that they would have come out with some kind of a rule that would forebid analyists from making MATERIAL statements regarding a company that's in the quiet period or three to five days from releasing their quarterly numbers. They pulled this kind of crap on ORCL sometime in '97 with the same consequences. The analyist cut ORCL growth rate two days before earnings and ORCL couldn't say a damn thing. However, if DELL were in such a quiet period, what were doing at the Goldman conference? Could this be a reply of last July? Could all this be overblown? Zead

To: SirVinny who wrote (98585)	2/13/1999 5:53:00 AM
From: Frank Ellis Morris	Read Replies (2) \| Respond to of 176387

Vince I agree with your totally in that a class action suit should be launched against those who were responsible for Friday's plunge. Frank

To: SirVinny who wrote (98585)	2/13/1999 9:18:00 AM
From: David Wang	Read Replies (4) \| Respond to of 176387

Dell will report 31 or 32 cents on Tuesday!! Do you think those analysts want to risk their career?? I don't think so. Think about Mr. Kumar said 28 cents just right before DELL reported earning last time. And everyone of us expected great earning from DELL. I was so angry Kumar said bad words about DELL. But it turned out he WAS RIGHT! DELL reported 28 cents and missed whisper number. I think DELL leaked news to those analysts first. Most of us are expecting DELL to report 34, 35 or 36 cents will be dispointed. I think Michael DELL will tell us why, how and what on Tuesday. And we will understand DELL is not OLD DELL any more. DELL can not keep 55-60% growth every year. Well, it will be too late to sell on Wednesday if everyone understand what is going on....

To: SirVinny who wrote (98585)	2/13/1999 10:00:00 AM
From: KM	Read Replies (4) \| Respond to of 176387

That is about the looniest thing I've ever heard. What statutes would you base your class action on? You need to grow up. Stocks don't always go up, no matter how much you like them. Analysts are entitled to their opinions and will be proved right or wrong when the actual numbers are released. It's always the conspiracy thing, isn't it, when things don't go your way. With Dell trading at a record price despite the concerns raised following their previous earnings release, if you wanted to remain long, a prudent strategy would have been to hedge your long position with some cheap puts or by selling out of the money calls, rather than looking for someone to blame and sue when things go against you. FWIW, I'm a daytrader. I watch Dell trading every single day on level 2. On Thursday, when it appeared that the nasdaq was going to continue rallying, I took a long position in Dell. After about 30 minutes, it became very obvious to me that it was being sold heavily into the rally, even though it was up several points. I sold it at a 1/8 loss and then took a small short position at the end of the day. The trading action reminded me a lot of Intel's the day before it preannounced in May 1997 and dropped 25 points. Good luck. If the thing snaps back on Monday, you might want to consider HEDGING.

To: SirVinny who wrote (98585)	2/13/1999 10:42:00 AM
From: tonyt	Read Replies (1) \| Respond to of 176387

>In the event that DELL strongly surpasses the expectations on Tuesday and clearly >shows that these two analysts were blatantly wrong in their estimates, I am >contemplating the idea of charging these psychic wannabees with Negligence.. And if they're right about the earnings, then what? Will you then 'sue' Dell for not pre-announcing? >I therefore ask my confreres on this thread to express your opinion concerning a >CLASS ACTION SUIT against these analysts and the baffoons who hired them. My opinion is that people who can't afford to lose 10% of their investment clearly should not be investing in stocks and should put their money in CD's that are FDIC protected.

To: SirVinny who wrote (98585)	2/13/1999 10:54:00 AM
From: KM	Read Replies (1) \| Respond to of 176387

One further comment, unless you're a client of the firms for whom those analysts work, what duty do they owe to you?

To: SirVinny who wrote (98585)	2/13/1999 4:23:00 PM
From: jbn3	Read Replies (4) \| Respond to of 176387

I lost thousands of dollars today simply because a so-called wall street analyst "THINKS" Dell will only post sales of $5.2 billion, $300 million short of expected. Vince, hmmmmmm.... Pardon me, but your naivete is showing. Both in regards to the market and in regards to the law. Anyone who is investing in equities needs to understand, first and foremost, that you have no guarantee, except that the price WILL fluctuate. Stock prices go up AND they go down. If you're good or lucky, they will move the direction you want in the equities you want. DELL is considered a tech stock. Tech stocks have a well-earned reputation for greater potential profit .... as well as for greater risk. And surprise.... analyst recommendations DO contribute to price fluctuations and movements. A volatile and highly valued stock such as DELL is much more susceptible to analyst opinions, which is one reason that DELL management holds periodic meetings with the analyst community to help guide expectations, and avoid the most severe fluctuations (usually caused by unpleasant surprises). Furthermore, are you aware that there are different kinds of analysts? Assume that you have two analyst recommendations on stock XYZ, one from an analyst who works for a major brokerage which also makes a market in and has a large position in XYZ, and the other from an analyst who has no connection to a market maker or specialist actually trading XYZ. If both recommendations are identical, you have no problem. If they differ, do you tend to trust the analyst who has a vested interest in moving the stock in one direction (or who works for a firm which does), or the analyst who has none? This is not intended to impugn all analysts, merely to point out the basic conflict of interest problem that many analysts face daily in making their reports. So do your homework: know the stock; learn which analysts follow your stock, which are independent, which are affiliated and in what ways, and what kind of track records they have, then you can make informed decisions on analyst up- and downgrades. Make the analyst work for you. If you think that the last downgrades are accurate, then you sell. If you think they are wrong, then you grab the chance to buy the stock or increase your position at a significant discount. But, puh...leeze, don't shout "Class Action" because some analyst downgraded your favorite stock. Did you start a class action over the SEA collapse? over the Russian default? Over the Brazilian economic woes? Whom did you sue? Just trying to help. DELLish, 3.