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


To: nolimitz who wrote (127449)5/20/1999 5:34:00 PM
From: D.J.Smyth  Read Replies (1) | Respond to of 176387
 
<<Not offend but way confused. Are you saying you prefer a 2 point drop
over a 4 point drop regardless of %? using my previous #'s, taking a $100 basis.
Dell is off nearly $3 to $97
AOL is off only $1.5 to $98.5>>

the statement should have been qualified. all things being equal, for long term appreciation and equal relative value for each holding, you're obviously correct. for weighted purchases, i.e., holding 1000 shares of AOL vs. 1000 shares of Dell, I'd rather lose $1.5 than $5 1/2. weighted holdings, in the case to which I was referring, actually, pertains more to hedging/margin. i apologize for the confusion. posting on the internet is not my idea of pleasure. unfortunately, they've set me in this desk to view this screen daily. are you short or long?



To: nolimitz who wrote (127449)5/20/1999 5:46:00 PM
From: TTOSBT  Read Replies (1) | Respond to of 176387
 
KNOW WHAT EVERYBODY? THIS IS GETTING TOO EASY!

Last week it was confusing didn't know which way to go? Now the market has called the direction. IMO the market will over do it on the downside then a true buying direction will appear again.

Some bond trader on CNBC yesterday said it's like the tide when it's coming in it looks like it will never stop and everything will get flooded but it soon reaches it's level and starts going out again only to repeat the process over again. Dell is out with the tide right now but we'll get a chance to swim in it's waters again. The only thing that will dry up are the sellers!

This is either options experation related or seasonal slow down.

It is very unfortunate that Dell reported a break even earnings just after the following negative market events: 1) The bond market jitters (which are now over). 2) The CPI (energy & tobacco prices) after bond market jitters (a one time blip) 3) The same day that the FED decided to quell the bond market jitters by changing it's bias (will not result in higher interest rates from FED) 4) The same week of options experations! And thats all Dell has done wrong this time around!!!

TTOSBT