Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

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

To: stockman_scott who wrote (101499)	2/17/1999 3:30:00 AM
From: bh	Read Replies (2) \| Respond to of 176388

Why do you think a split will send the stock higher? A split creates no value.

To: stockman_scott who wrote (101499)	2/17/1999 3:33:00 AM
From: Tunica Albuginea	Respond to of 176388

stockman, i agree that Dell may open up tomorrow because it's been down so much from 110 to 75=35 points.This has been one of te largest down bids in after hours I've seen. It's the big boys playing. Many are taking profits. But many are trying to get back in from having missed it in the last 3 years. After all this is the premier PC company ready to kick but next Q, with the fastest growth rate. Every mutual fund will want to get in at the same time. Also short covering. A great buying opportunity for these funds who buy with the idea of holding X next 5 years! In other words, you don't go from being a premier Co one day to a lousy Co the next day. The big guys know this, TA from stockman_scott on Feb 17 1999 2:02AM EST Freeus: There has been an emotional sell-off --- of about 35%....Here is a quote from one of the analysts with the Legg Mason Funds -- whose firm owns millions of DELL shares.. <<Randy Befumo, an analyst at Legg Mason Fund Advisor notes: "my gut tells me Dell will open higher than it's trading at right now." This was posted on the Street.com in the last few hours. I personally feel that DELL is oversold. The split, new internet store plans, further gains in the server and storage market, and aggressive growth overseas all could help propell DELL higher in the next few months. Regards, Scott from stockman_scott on Feb 17 1999 2:02AM EST Freeus: There has been an emotional sell-off --- of about 35%....Here is a quote from one of the analysts with the Legg Mason Funds -- whose firm owns millions of DELL shares.. <<Randy Befumo, an analyst at Legg Mason Fund Advisor notes: "my gut tells me Dell will open higher than it's trading at right now." This was posted on the Street.com in the last few hours. I personally feel that DELL is oversold. The split, new internet store plans, further gains in the server and storage market, and aggressive growth overseas all could help propell DELL higher in the next few months. Regards, Scott

To: stockman_scott who wrote (101499)	2/17/1999 5:36:00 AM
From: tsyl	Respond to of 176388

Looks to me like some of the anal-ysts now want to protect their DELL holdings by minimizing the effects of the earnings report disappointment (not disappointing for any other company, but DELL is different). The problem going forward is that DELL stock has enjoyed huge inflows of momentum-chasing capital over the past several years. Momentum in the stock will slow considerably. Consequently, momentum money will simply go elsewhere - like AOL and other nets, IPO's etc.