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

To: Chuzzlewit who wrote (98765)	2/13/1999 2:40:00 PM
From: Brian Malloy	Respond to of 176387

Nile is not a messenger: Nile is the creator and deliver of his own messages on DELL. He missed the turn in DELL three years ago and his calls have been off for the past two years. People have every right to single out this "messenger" due to his poor performance. Which will once again be illustrated next week.

To: Chuzzlewit who wrote (98765)	2/13/1999 2:42:00 PM
From: h.l. meeks	Read Replies (3) \| Respond to of 176387

Thread: I've just caught up on this weekend's posts. You folks are living in denial. A high volume gap-down selloff is not a "dip". Forget about the blaming the analyst. If institutions weren't already sitting on tenderhooks, then what accounts for 66MM shares? Anybody notice that interest rates broke their 200DMA on Friday? Highest rate environment since August, and the bond market action is forecasting even higher rates. If you're a longterm Dell investor, then fine---sit back and wait for the shake-out, but to buy right now is just wasting money. What is the market telling you? Dell is a fine company, and Michael Dell is obviously a personal deity to many of you, but to read your posts you're all much smarter than the market. The market's wrong, but you're right. Just can't be. SI threads are full of talk for months about overpriced net-stocks, but here's a laugh: A check of the Yahoo finance page shows PE's for DELL of 108, CSCO 127, MSFT 70, SUNW 48, and ORCL 54. These are the "safe" NASDAQ names! Do any of these stocks have a growth rate that justifies those PE's? The nets have had one leg down, and these stocks have barely budged. They're all too fat, and ripe for a slaughter. The NASDAQ is already shaky technically, and in a higher rate environment none of these stocks can justify their multiples. The path of least resistance is down. If Dell does come in light on revenues, then it just won't be Dell getting shaved a few points; we'll see all these stocks selling off, and since they dominate the index the entire tech market will correct. And you guys can pick up some nice cheap shares of DELL at $55-65. OK bulls, put those blinders back on now, and slam away.

To: Chuzzlewit who wrote (98765)	2/13/1999 4:34:00 PM
From: Frank Ellis Morris	Read Replies (7) \| Respond to of 176387

Manipulating the Market with DELL >> Nile. If he is right he has saved investors a lot of money. If he is wrong he has cost us nothing because of the inevitable rebound that will occur on Wednesday. He has voiced his opinion that sales will come in lighter than he originally expected due to increased competition in corporate sales. I am disappointed that he had no sources or data to back up that conjecture, but I think he has every right to make his opinions known.<< Don't you feel that the timing of the announcement was obvious to cause a massive sell off. Nobody is disputing one's right to an opinion but damn it lets make the playing field equal. What was done here was a crime of opportunity ands market manipulation. for which all of us investors paid the price. You cannot tell me that if you did not sell you did not loose. there are many who are on margin and were forced to meet margin requirement based on their % holding. Everybody should have access to the market at the same time and nobody should be able to place bets before the market trading begins. This indeed is a crime of conspiracy and Racateering. The Sec should investigate BancBoston Robertson Stephens in San Francisco to reveal all records of trading that occured in their investment house before the market opened on Friday and during the day.. Any monetary gain that was made by their announcement using the wire services should be scrutinized. If they profited by this and I am sure they did, it should be mandatory that all gains from this racateering event should be forfeited under violation of the Federal Ricco Statues. Now this is not just a lot of smoke blowing but is based in legal fact. The law imposes such penalties with the rest of us why does it not with brokerage houses??? Frank

To: Chuzzlewit who wrote (98765)	2/13/1999 6:18:00 PM
From: Voltaire	Respond to of 176387

To: Chuzzlewit (98768 ) From: Frank Ellis Morris Saturday, Feb 13 1999 4:34PM ET Reply # of 98928 Manipulating the Market with DELL >> Nile. If he is right he has saved investors a lot of money. If he is wrong he has cost us nothing because of the inevitable rebound that will occur on Wednesday. He has voiced his opinion that sales will come in lighter than he originally expected due to increased competition in corporate sales. I am disappointed that he had no sources or data to back up that conjecture, but I think he has every right to make his opinions known.<< PEOPLE HAVE A RIGHT TO SCREAM FIRE -- BUT NOT IN A THEATER! Voltaire

To: Chuzzlewit who wrote (98765)	2/14/1999 12:39:00 PM
From: Key West	Read Replies (1) \| Respond to of 176387

Chuzzlewit, You are right about Nile. He is a big boy being paid big bucks, and in the end it is his reputation. Analysts like him are what provide the excitement and volatilty we need to make money. My problem is with CNBC and their blatant lack of journalistic integrity. It is MHO that this was a cheap shot at Dell in the attempt to fill in a 10 hour day with hype and tabloid-like shock. It was one sided all day long, with no attempt to provide opposing views of which we know there were many. Shame on them, but one can rationalize even this by saying that CNBC provided a wonderful buying opportunity, which is true. Unfortunately, life is rarely that simple and probably a lot of people got hurt Gene