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

To: Boplicity who wrote (102623)	2/18/1999 12:32:00 PM
From: Chuzzlewit	Read Replies (3) \| Respond to of 176387

Greg, are you aware of how many flip flops the great Cramer has done in about two weeks? Remember his comments on the GS conference. This guy is a classic manic personality. I'm not saying this observation is wrong. Besides, I don't think DELL was punished at all. It was the folks who bought all of the inflated expectations of the last couple of weeks who were punished. Look at how the hypsters (many on this thread) in the last few weeks were pushing the stock like Florida swamp land real estate agents you'll see what I mean. Look at the discussion you and I had a few months ago in which we agreed that price appreciation for Dell would inevitably slow down. It was the momentum guys that got burned because they don't watch the fundamentals. Dell's earnings were good. Dells growth in sales were good (not as good as expected, but still solid). Had the last couple of weeks been wiped out Dell's stock would have been down a couple of points -- no big deal. Look at the folks who hear voices pushing others to buy. Look at all the people getting sucked up into unrealistic expectations. That's the culprit. And the funny thing is that Cramer is as guilty as some of the lunatics inhabiting SI. Maybe more, because he has some credibility. TTFN, CTC

To: Boplicity who wrote (102623)	2/18/1999 12:41:00 PM
From: LemurHouse	Read Replies (2) \| Respond to of 176387

Maybe the market never lies, but Mr. Market is a manic-depressive and what he likes one day he can hate the next. It certainly isn't either "rational" or "efficient." And to paraphrase Ben Graham, you can take advantage of these wild mood swings to either buy or sell, but if you come under the influence of Mr. Market and let him make your investment decisions for you, then one is headed for trouble. But then Cramer is looking at short term trading and I'm not, so maybe that's the source of the difference. Cheers.