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

To: ForeverDell who wrote (125687)	5/17/1999 11:13:00 PM
From: GRANOLA	Respond to of 176387

ForeverDell - re:"Remember, other tech companies have released positive numbers only to open lower the following morning."... like which cos? look at cisco, and tomorrow look at hwp...the only cos i've seen sell off after earnings are those that rallied A LOT in anticipation of earnings and either didn't delite the street, or didn't announce a rumored split. neither of these scenarios apply to dell...imo, for what it's worth...if i were you i wouldn't sell for a nickle under 48...probably higher...that is, if earnings and revenues are what i expect...good luck and remember there may still be some shakin'...if you get scared, don't sell it all at once...hedge your bets...i don't think you'll regret holding it at least a couple days after earnings...and longer with some of it after you are off margin. note too: there is always going to be some selling on news, even before a big runup like i expect to see in dell later this week...look at cisco...sold off a bit, then rallied, went down with the mkt...came back up some today...is ready to rally more if the fomc doesn't screw up the mkt overall...good luck, GR

To: ForeverDell who wrote (125687)	5/17/1999 11:14:00 PM
From: arthur pritchard	Read Replies (1) \| Respond to of 176387

forever:<gap down 19th?> More likely a nice rise on the 19th, which permits institutions to sell into a rise. Once it becomes clear that there is volume selling, this is when it gets taken down. Of course, everything will be in limbo through the conference call. And like others here, I have no hesitation in expecting them to beat the whisper. '''''Unfortunately, ruthless minds look for ways to set up others. This is considered just good business, by many. Shaking Dell's stock is the dream of many, if not all the most powerful forces on wall street. Give them any excuse, and they will plan a way to do it. '''''And with all the attention Dell gets, it is even more of a target, for the largest "traps", "headshakes" whatever you want to call them. '''''In addition, management of dell really does not need for the stock to be a whole lot higher than it is here. The motivation to put the entire company under stress to squeeze out some additional numbers, is simply not there. '''''As Dell grows organically, and inevitably---the company continues to be, what to us is a huge market share eater.. To me, it is like the product Roundup----once it takes ahold, it eats THE WHOLE THING... ''''' It is an extremely well managed company, perhaps the best managed company of any kind, anywhere. But guess what--it does not need to outdo IBM or anyone else, for that matter, to grow very nicely--from the point of view of everyone involved. '''''All it has to do is expand its method of tying customer needs to its internet systems, and there is no one who can EVER really hurt Dell. '''''cpq can do its thing---there is room in the market for all of them. FORGET about needing to consume either cpq or ibm. Dell's greatest strength will come from not allowing unrelated outside executives to spoil its focus. '''''Dell is a sure thing, and but it no longer needs to be explosive. The company culture is so different from either ibm or cpq---forget about really even comparing them. Dell just does its thing, and does it very well. Forget about msd running ibm. A totally ridiculous idea.