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

To: Killian who wrote (113253)	3/29/1999 4:50:00 PM
From: Bretsky	Read Replies (1) \| Respond to of 176387

In general I agree completely with you, but keep in mind we are watching companies run up in a very healthy market environment. For instance, the stocks that did split had equal troubles Last October and at the beginning of summer when we were all freaked out. While I have not studied the "history" of splits and stock reactions, people I've chatted with who say they have say the stock tend to run up after the announcement a bit, and then shortly before and after the split it falls back before needing new news to pump it back up. What I've seen, and what I believe right now is that there are special market rules for NET stocks and even the high tech stock heavyweights (look at DELL...up over 110 pre-split). While in reality a split means nothing, when market conditions are favorable NET stocks just take off after announcing. Whether it's justified is debateable, but we've both witnessed tons of examples that justify the argument of investing for splits...EBAY,YHOO,CMGI,DCLK,CMGI,and now ATHM....they've all considerably jumped due to investors running up the prices after announcements. Ditto for DELL.and many others. My best piece of advice is use splits to your advantage of the companies you believe in so even if they don't run up you'll be fine long term. I mean, if CPQ announced a 3-2 to try to brew investor interest, I wouldn't touch it with my in-laws money. On the other hand, I wish I'd have invested in DCLK and CMGI before I thought they were going to announce; both would have been great plays. Many feel mucho short term $$ can be made off playing the splits...I agree, but still feel you should have long term confidence in the stock....just in case the market tanks some. Is this what you are considering doing ? I haven't sold ATHM; wouldn't even consider it. This one has the potential to make up both millionaires. Also happily holding TLAB,CSCO,HD,PFE,AOL,DELL,WCOM,and EMC. Hope we have MANY more happy investing days like today !! Brett Wolfram