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

To: Indelible who wrote (119176)	4/20/1999 8:42:00 AM
From: Dalin	Read Replies (2) \| Respond to of 176387

When is MSFT earnings due? Before, during or after market? TIA BTY! D.

To: Indelible who wrote (119176)	4/20/1999 8:45:00 AM
From: Pat Hughes	Respond to of 176387

I Think I'll SELL all my DELL and Buy INTERNATIONAL PAPER! NOT!!!!!!!!! My God the tide turns fast. If I had any margin at all left I would be backing the truck up and loading up DELL this morning. I encourage anyone with any money to do so. Don't fall for this "To the Cyclicals" stuff. You'll be sorry later if you do. ALSO, Those on margin............Don't panic. So what if you lose everything. You can always go work for Pfeiffer over at Boston Chicken!<g> Good Morning! Pat Hughes

To: Indelible who wrote (119176)	4/20/1999 8:50:00 AM
From: Chuzzlewit	Read Replies (3) \| Respond to of 176387

Indelible, I think your Y2K argument is incorrect. The ERP sector (along with software in general) has been hit with this issue for the past couple of quarters. It is not new, and so I don't see it as playing any roll in what has happened. I would also hasten to point out that yesterday's sell-off was quite mild. All that I am arguing is that when momentum thinking takes hold logic goes out the window. I had a heated debate with Voltaire on this issue around the time of the last earnings report. He accused me of being naive. Perhaps so. When stock prices are bid on some basis other than potential future earnings and/or cash flow investors are looking for trouble. And that's the problem with momentum -- there is no thought given about what underlies stock prices. And that's the problem with internut touts -- they suddenly shift their focus from long-term earnings and cash flow to "eyeballs" and similar rationalizations. But maybe I'm still being naive. TTFN, CTC