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: stock bull who wrote (117709)	4/15/1999 1:22:00 AM
From: dav	Read Replies (1) \| Respond to of 176387

All eyes are on DELL now, it better do well next quarter, otherwise, we will see CPQ No.2.. eom

To: stock bull who wrote (117709)	4/15/1999 8:58:00 AM
From: BGR	Read Replies (2) \| Respond to of 176387

Stock Bull, I was being sarcastic (not at you, but the market at large) ... even I think that now some fine gentlemen are going to avoid the overpriced techs (with PEGs less than 1.5) to indulge in the once-in-a-lifetime opportunity to invest in cyclicals (with most optimistic PEGs exceeding 2 and approaching 4). Another high open, and downhill from there? -BGR.

To: stock bull who wrote (117709)	4/15/1999 9:31:00 AM
From: edamo	Read Replies (1) \| Respond to of 176387

sb...simple market..my foolish forecast agree need dynamic change, to rotate back to techs... i see a "herd" mentality, driven by perceptions, not reality..running to the safety of the cyclicals as "growth" not growing, insofar as revenues..no one cares about growth company profit, so feel warm and fuzzy in the arms of just what they are running from...a cyclical "value" stock... the only thing on the horizon that can cause a massive change in direction is dell....should dell blow out not just profits but revenues...the herd, can no longer find fault, the growth is growing and they'll come stampeding back to dell, intc, msft, et al.... its happened before....no leaders in the investment community (except you and bgr)..only followers..comments?, thanks