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

To: jmac who wrote (115194)	4/8/1999 1:57:00 PM
From: Frank E W	Respond to of 176387

buy the rumor sell the news? sorry im sounding like one of the talking heads Frank

To: jmac who wrote (115194)	4/8/1999 1:58:00 PM
From: Bazmataz	Read Replies (4) \| Respond to of 176387

JMAC: Didn't see any upgrades at all. Only reiterations. Also, the news seems a bit vague. Personally, I was looking for more from the meeting. Would've been nice to hear about revenues or growth of revenue from gigabuys rather than just hits. And 100k hits a day is good, but it's not stellar. Not hearing specifics put doubt in my head, and it might in the market as well. Didn't sound like a "knockout" call, but sounded upbeat. The recent runup probably already anticipated that, hence, the sell on the news... no real reason to continue to runup the stock price here. Nothing forward until earnings, right? Market may still wait and see.... Baz

To: jmac who wrote (115194)	4/8/1999 2:00:00 PM
From: arthur pritchard	Respond to of 176387

jmac: please see my just post to venkie.

To: jmac who wrote (115194)	4/8/1999 2:04:00 PM
From: Mohan Marette	Respond to of 176387

Well you know how them guys play the game up on Wall Street,if I were you I wouldn't pay no never mind to the price action today,to me it has no meaning.

To: jmac who wrote (115194)	4/8/1999 2:05:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

I don't get it either...Looking through First Call reports all I see are positive comments on DELL. I think some of the Fund Managers have temporarily fallen in love with internut stocks....of course they don't realize that DELL IS an internet stock with a RATIONAL valuation and BIG PROFITS. Man I just read an ANALYST report on Doubleclick....not worried about earnings....not sure when they'll be coming....just LOVES the stock....feels it should be valued like AMZN or eBay or YHOO (boy that's great justification for a higher price)....look at the run up in a stock like Doubleclick...IMHO, it is insane....momentum to the 10th power -- but where are the fundamentals?.... Lets give DELL 1/10 of Doubleclick's price/sales ratio and we would be well up in the hundreds.....this is a CRAZY market.... Oh well...just venting...some ANALysts don't get it -- they seem to speak out of both sides of their mouths. Soon enough the big money will migrate back to DELL -- lets hope it happens sooner rather than later. I think a little Internut Correction would help (funny that I'm saying this -- I even own some internet stocks)... Best Regards, Scott