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

To: Wigglesworth who wrote (98609)	2/13/1999 4:16:00 AM
From: powershred	Read Replies (2) \| Respond to of 176387

DELL DIARY Feb 13, 1999 $88.97 down $12 on 66 million shares Earnings on the 16th estimate 0.31 Culprit: Negative comments from Daniel Niles of BancBoston Robertson Stephens who figures it would be worth $80 due to increased competition and a slowing growth rate; may not hit revenue target of 5.2 billion. Salmon Barney has the same sentiments. Positives: Credit Suisse First Boston and Warburg (Charles Wolf) Clinton is acquited Reason for posting this diary: I am getting tired of ANALyst shaking a lot of innocent people off the money tree! Unfortunately due to the information overload, I loose track of who the idiots are. Hopefully by doing this, this will serve as my "notebook" for key events and help fellow threaders maintain their focus. I will attempt to post the diary on key DELL events. Best of luck to all buy and holders....MD, show us the money on the 16th..if you are reading this...its showtime!

To: Wigglesworth who wrote (98609)	2/13/1999 1:41:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

One doesn't. But one must recognize that no data were presented in support of Nile's position. That means that reacting to phrases predicated by "We believe" is mindless. Especially when you consider that those beliefs flew in the face of marketing studies done by companies like IDC. So isn't it fair to say that a reaction based on belief rather than data is mindless? For some time I have been warning people on this thread of overheated prices for Dell. The spurt from $75 to $110 was screwy -- one that I ascribe to an influx of momentum traders. So if their influx was mindless, so too was their efflux. TTFN, CTC