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: JRI who wrote (120762)	4/27/1999 7:04:00 AM
From: Frank E W	Read Replies (1) \| Respond to of 176387

Good morning John, I see Nas 100 is up 16 already on globex looks like another strong day for techs. Frank

To: JRI who wrote (120762)	4/27/1999 10:38:00 AM
From: Chuzzlewit	Read Replies (7) \| Respond to of 176387

Good morning John, It seems as if we have entered the pre-earnings runup. Just a word of caution: no well-followed large cap company should grow it's stock price at a rate faster than the perceived growth rate absent major external issues such as interest rate drops. Last quarter we saw one of those climactic blow-offs, and many on this thread were blaming analysts like Niles. The fact is that we had only ourselves to blame for establishing expectations that were out of all relationship to reality. When momentum players get involved sanity goes out the window. **** OT I have received several PMs from various people on the Dell thread wondering about my absence. Rather than answer the PMs individually I thought I would do it here. There really two reasons for my absence: the first is that my wife and I have been having a fairly difficult time -- she has been diagnosed with breast cancer, and although the doctors assure us that the survival rate is close to 100%, it is taking its toll. I spent all afternoon and into the evening at the hospital. I didn't get home until midnight. And this was just a preliminary surgery. She will have a mastectomy in about two weeks. The second reason has to do with the Dell thread. I feel as if I have pretty much said all I can say. Pending earnings there is very little I can add, other than to reiterate the kinds of things I have said before -- and that gets tiresome. People like you and Gabriel are on top of earnings projections. Mohan watches the news for us. Drew reminds us of how well our accounts have done, and Kemble just tells us to cheat off the smart kids (I guess that means we are smart when we look at ourselves as a community -- because we cheat off of one another all the time). Meathead and Rudedog and Jim Kelley share their strategic visions, and of course who can forget HAL (I still think HAL needs to go out on dates). It seems that the marketing data published by IDC fully support the positions I argued with Michael Burke, and there is little I can add there. So what is there to say except that I still think that Dell is the best managed company I have ever seen -- bar none. TTFN, CTC