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

To: GRANOLA who wrote (124500)	5/13/1999 5:02:00 PM
From: John	Read Replies (1) \| Respond to of 176387

> this was probably the last big shakeout imo... I must have read "this is the last big shakeout" 3 dozen times during the last 2 months. Who knows? Maybe this time it really is "the last big shakeout." Heck, it's been said so many times, that eventually, just by pure chance, it will materialize. I can hardly believe Dell is still below 45. There must be a LOT of doubt out there, and if Dell doesn't beat earnings by a healthy amount (pick a number), the selloff is going to be fast and wild. VERY wild. I'm just betting that Dell is a man of integrity with a lot to lose, and surely he would have indicated adverse conditions, if they existed, well before now. He has done the opposite, so I fail to understand the cautious approach here. Very clever timing by IBM today. They are really helping to "keep Dell in it's place." John Still long on Dell

To: GRANOLA who wrote (124500)	5/13/1999 5:17:00 PM
From: Grandpa Joe	Read Replies (4) \| Respond to of 176387

Settle down folks. It was profit taking. Take a look at the Nasdaq 5 minute chart and compare it to Dell. They are almost identical. Look at CSCO, AMAT, INTC, and MSFT, they all came down at the same time. It's just those big guys protecting their 3% annual profits. I still expect DELL to hit 50 between now and options expiration. But until Dell announces on Tuesday its just along for the Nasdaq ride. The momos got burned last earnings and now their being more cautious. If CPI numbers are good on Friday I think the market may bounce a bit. If HWP's numbers are good on Monday (and the CEO has already said they were) then DELL should go up. We all know (and now even the bond traders know) that AG will not raise interest rates on Tues. So Mikey & Co. will need to put on a good ra ra show which includes good earnings ($0.16+), good revenue ($5.4B+), an expansion of their stock repurchase program, a good forward assessment of growth, and a free toy surprise. Best, Gramps