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

To: Chuzzlewit who wrote (122577)	5/5/1999 8:48:00 PM
From: David S.	Respond to of 176387

Chuzzlewit, Then we are in agreement. The analysis you saw was from a sell-side analyst. Part true analysis, part bullsheet, and it doesn't matter if they are right or wrong anyway, as long as the numbers they put out support the brokerage firm's interest. If the firm wants to tout the stock, they bias the numbers positively. If it runs up too much and everyone stops buying, they come up with a number crunch that says warning, drive down the stock, generate commissions, and give the firm the opportunity to load up on the stock cheap, then they tout it again in a few weeks and sell out their cheap inventory at higher prices, taking in not only commissions, but a hidden spread. This is a business, not a service. That why I use an online discount broker, and make my own decisions. Besides, the best analysts are not analysts at all, they pick stocks intuitively. Analysis info is only part of the soup that goes into true analyst thinking. The numbers don't make CPQ that different from DELL, but a major difference between the two just can't be computed, Michael Dell is a straight shooter, and Pfiffer was a pompous ass. How do you measure a pompous ass, tape fails and so does any spreadsheet formula including cash flow analysis. Regards, David S. INTC DELL HD WCOM LU IOM ANSC QQQ SDLI PGTV UNPH DCLK AOL SKYT

To: Chuzzlewit who wrote (122577)	5/5/1999 9:29:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 176387

CYRIX DROPS OUT OF PROCESSOR BIZ. PC PRICES STOP DROPPING Have you all been talking about Cyrix dropping out of the PC processor biz. leading to the PC price cuts slowing or even better reversing? That's my take. It's a simple to understand as supply demand. Greg

To: Chuzzlewit who wrote (122577)	5/6/1999 8:46:00 AM
From: jbe	Read Replies (1) \| Respond to of 176387

How many analysts saw OXHP coming?...How many saw CPQ coming? I saw both coming, even though I'm no analyst, that's for sure. But I did not get out of either one in time. Why not? Because I did not trust myself. What first clued me in was a sudden shift from the good positive free cash flow column -- as conventionally measured and reported by services like Telescan -- into the negative free cash flow column. What do you think of mathematical idiots like myself using this as an indicator of upcoming trouble? jbe