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: ForeverDell who wrote (122234)	5/4/1999 4:21:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

<< In other words, will .18 be enough to save us? >> YES....The expectations for DELL have come down in the last few months. The ANALysts and Fund Managers would still be pleased with .17 and 45% growth in sales y/y...Yet, I really believe there is a good chance that DELL will deliver a better performance -- atleast .18 EPS and 45-50% growth in sales y/y. This would be MUCH better than current expectations and may be viewed as a phenomenal performance. Positive forward guidance would help generate upgrades and easily justify a higher valuation. I'm still very LONG on DELL (with shares up in the 4 digits) and feeling quite bullish about the future. DELL is a winner...Think LONG TERM. Best Regards, Scott

To: ForeverDell who wrote (122234)	5/4/1999 4:27:00 PM
From: Venkie	Read Replies (2) \| Respond to of 176387

Heres my take. The bons are causing some wave..30yr is whacked..there are lots of profits for traders..Dow is way up..i mean really Its time for things to stable..too high too low. We may see some more selling but it will turn very quickly..I am a trader but not trading..I am waiting to see which way the wind blows..Yhoo tried to break up but failed..aol has too much profits causing fear..those dow paper stocks were somewhat of a head fake. I would have to think the bond traders are ready to jump in again..Inflation is calm..Its expected to trade sideways after the big runs..Its to bad dell was in a world of its on..maybe thats good..We haven't suffered 10pt drops like in the past. Dell is in the mood to go but being hels back for being at the wrong place at the wrong time...I feel it in my bones that dell will take leadership in the techs <soon>.We have to sit tight and wait for the bus..that means we have to have a bus load of faith and dell sh hldrs are good at that..Dell is on the verge of becomining the great buy of the qtr..50 will be like the ole days..2/3 days work..i am sitting still practicing what i preach..Owning yhoo and aol has changed my like..its wild wathing your equity go from 0 to 60 in an hr..I only hv 460 shs of yhoo but it moves around roller coaster