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: h.l. meeks who wrote (104662)	2/24/1999 7:26:00 PM
From: JRI	Read Replies (1) \| Respond to of 176387

Getting to 79-80 may be possible in the coming days, but 60's...give me a break... Getting thru the 70's (without a massive market sell-off) is going to be extremely difficult. Any major funds that were upset about last earnings are out already....those remaining are not going to sell (massively) because Dell is dropping a little here...Ditto for individuals.....Those remaining (longs) believe the train is still on tracks....and are used to a lame start to the quarter...bears are now thinking that Dell is going to report revenue growth in the 30's (y-o-y) from here out..Man, are you guys in for a surprise here....Q: What do think will happen if Dell reports 45%+ revenue gain (y-o-y), 50% (y-o-y) earnings growth, and 55% (y-o-y) EPS? Add to that huge marketshare gains....Get ready... Short of Dell pre-warning, this quarter will be typical...slow 1st half appreciation, accerleration as we get close to earnings...Momo guys will be back again...Even with the supposed (bad) quarter, last quarter's action was typical of the past many quarters....Dell's action has been very consistent.......Next Wednesay's announcement could be a real joker (on the upside).. After next Wednesday's announcement, interest will be renewed in Dell..80 will be hard to reach after....I do agree with you that the next few days could be weak, though, I, for one, wouldn't be surprised if we touched 79/80 again...but so what....months from now, Dell will be higher....Good thing about being long great companies...long-term you are always right, short-term who knows? Bond yields are not going to go much higher at all from here...in fact, look a trading range between 5.25-5.50 (we are now at the upper-end, obviously).. The dollar is going to be strong (short-term)..The Euro has no legs here, and the Yen is going to at least 125... There is simply not a basis for rates going near 6 (above 5.75) anytime soon...(Among other things) there is no inflation, and the Fed is not going to raise rates anytime soon... Come March, managers have to start putting money back to work...and there is a lot of it on the sidelines, and its been sitting there for quite a while........Japan money (end of their fiscal year), IRS refunds will help come April, and continue market inflows from 401 keep the liquidity train going........ All this IMO (like yours)..Good luck to you

To: h.l. meeks who wrote (104662)	2/24/1999 9:50:00 PM
From: Venkie	Read Replies (1) \| Respond to of 176387

Who is right Meeks or David..Is it 75 or 72 hmmmmm...Thats a lot of space in between. Hey Kemble....Rememeber when it was at 40 in Oct 98...69 even sounds good gee whizzzzzzzzz.....75 or 73 ..ahahhahahah The market..its a rally..its troubles in Asia..its a rally..its high % rates ..its a rally..cnbc.....Its a bear market ..its a bull market..its a rally...its troubles at dell with 730 million dollars bring home this qtr..its troubles in Brazil..its a rally dell 75 ..no charts say 72...ahhhhhhh ...remember the 40s .....Its a triangle Wait a minute...How many times did we split?How many shs does Kemble have... Listen up shorts..The pc market is going to hell in a hand bag..Whats next..maybe transistor radios will come back..pc's are dead No!!!! Its a rally...Its Greenspam again...Hoew many splits since the last time we had irrational exuberance...hmmmmmmm...ok ko ok ko ok ok Its a rally... wait a minute..hmm ..lets see Hey Sig......How many shorts have took a moment of silence for over the yrs..hmmmmmm..There was Lt. ..Hank..candle..Moe ..Larry ..Curley Joe..I wonder who will be the next to be sacrificed to the tune of...Its a rally..no its a doom and gloom..I get so confused but some how.....Richerrrrrrrrrrrrrrr