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


To: sshia who wrote (112984)3/28/1999 3:52:00 PM
From: sshia  Read Replies (1) | Respond to of 176387
 
ABBY COHEN has a bad track record on individual stocks!

Yes ABBY has been the biggest bull and excellent market timer on market indices,but if you look at her personnel picks she has the worst record from any analyst on wall street, if you remember she picked DELL in a speech she gave in FL some time in January 99, and many others, i remember she picked last year and was no winner at all. (i will post soon her other picks)

She picks stock based on BRAND NAME, money flow, and previous history not on fundamental reasons going forward, and the fact is DELL is a fundamental play now since its no longer a growth stock as it used to be.

and the fact is DELL has a tough road ahead now, yes i believe Michael Dell is a Guinness and eventually will do some very interesting Movements to increase share holder value, but next few quarters will be very tough and DELL will make new low's

I will see you guys DELL at $30



To: sshia who wrote (112984)3/28/1999 3:55:00 PM
From: Randy Marsh  Read Replies (1) | Respond to of 176387
 
Are you the same sshia that post at least 100 times a day on #daytraders? If so you are a short pain in the ass. If you are short that is fine, can you keep your big mouth shut? I guess not.

Regards RM



To: sshia who wrote (112984)3/28/1999 3:58:00 PM
From: Sig  Respond to of 176387
 
<<<BTW i am short DELL at $96 before split when every one was saying i am crazy, i see DELL bottom around $30 >>>
I am long Dell from July 1993 at 37.7 cents per share, but crazy has very little to do with it.
Sig




To: sshia who wrote (112984)3/28/1999 3:59:00 PM
From: JRI  Read Replies (2) | Respond to of 176387
 
<Dell registered 4 million shares>

Dell has been selling at this rate for a while..the stock went up 150% last year, and he sold millions of shares...not a good indicator

Dude, he just launched a $1 billion investment fund (a la Gates, Allen)..Gates, Allen did this is the early 90's (and sold gobs of stock accordingly)..Look at Microsoft's stock since then..

Do you think he was going to take out a loan to fund his VC firm?

He still has over 85% of his net worth tied up in Dell's stock

<Overseas>

Where have you been? (Oh that right, you are 26! <g>) Dell has been overseas for a (in PC terms) long-time....Flat out stated they are growing Asia at 70% this year..70% ! For a bear, your logic is a bit faulty here...if anything, you should attack the slowdown in the U.S. market, not Dell's overseas growth....save Germany, it has been spectatacular...(and should continue to be so...)

<I have followers>

So did the guy wearing the Nikes in San Diego. Not a sign of intelligence, nor investment savvy...

Not only AJC, but two major financial shows gave positive recommendations on Dell during the weekend....More imporantly, the fear game is almost up here...bears have successfully spread the gloom and doom during the non-data period...happens every year at this time....Christmas euphoria hang-over....

Dell is ALWAYS weak the 1st 6 weeks after earnings...that time is almost up...be real careful, my friend...

Good call at 96....however, even several on this thread (bulls) commented about the parabolic nature of Dell's stock from 80-110 at the time...You recognized a blow-off...good for you...now don't get too big-headed and think you know something you actually have little factual basis for...ie, that Dell's ship is sinking....

30 (barring the Yugoslav secretly having nukes) is a pipe dream, I'm afraid...I'll be the first to congratulate you if I am wrong, but you would be wise to move on to situations where the fundamentals look a lot worse...