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

To: Boplicity who wrote (103477)	2/21/1999 12:00:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 176387

I've been hanging around the alleys of SI since '95, Greg, so I've run into a lot of people. Jock and I were active on the lsi thread for several years. The stock was tanking, and he was a Raging Bull fighting off the encroaching tribe of bears. It got downright nasty, but Jock didn't give up any ground, and actually drove them off. If you read his posts carefully, his Dell position was based on a perception of overvaluation, and he has never attacked dell's business model or long term growth potential. Some very bright dellheads, like the venerable Chuzz, came to the same conclusion and capitalized on it. For some reason, Jock has come to be characterized as a butthead dellbear, and gotten into a brawl with some of my favorite dellheads. I don't think he's a bear at all, just a hard ass debater. But who am I to defend a lawyer <g> Unc

To: Boplicity who wrote (103477)	2/21/1999 12:03:00 PM
From: Greg Jung	Read Replies (3) \| Respond to of 176387

Dell thread: startling revelation correlating the price of DELL with the number of posts on the SI dell thread: Date price #posts ratio post/price 10-30-97 20 20,000 1000 1-17-98 28 30,000 1071 5-2-98 44 40,000 909 7-13-98 53 51,100 964 11-12-98 70 80,100 1144 01-19-98 100 90,000 900 conclusions we can draw: 1. Over the long term, dell stock price can only go up to new highs 2. post#/price is currently below the norm. Either the stock is oversold or the thread is ahead of itself. 3. In order to maintain the current rate of growth, dell threadsters need to a) lobby for an increase in the "limit" on per-day posts, b) encourage part-time threadsters to post more, and c) recruit more dell thread posters. 4. A break-even position can be predicted as long as the chatter is maintained.