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

To: TREND1 who wrote (129560)	5/28/1999 10:40:00 AM
From: Sig	Read Replies (2) \| Respond to of 176387

>>>> The "smart money" knows about "the highly margined" accounts and DELL's trading will get rid of a lot of them. When that is done, don't know when, DELL will one day start up again as the on going pressure of 30% growth in earnings continues.>>> What more negatives can be said about Dell (and the computer industry) than the analysts have already discussed? I think we are now at a tide turning point. IMO the internet bubble of January contained a too-tempting hoard of dollars for MM's to ignore. After a lenghty run-up, many were into margin and invested in near term calls. Both being trees with ripe fruit and easy pickings. "They" grabbed the near term calls by taking the stocks down at each of the last 4 options Fridays. It was not hard to scare investors out of Web stocks, as with practically no earnings (yet) the future is always uncertain.And the argument that cheaper PC's or forcasts of declining interest in computers will hurt Dell has been dragged out like a stinking rotting fish and held before the public as long as I've owned the stock. I agree with the writer who said an early warning came when brokers eliminated or reduced margin assignments for many Web stocks. With many more members the SI Dell thread now represents a much more diverse group and the Median opinion of Dells proper valuation is approaching what the analysts are saying and that represents a buying time. Because those analysts ( ask Drew or Kemble or Pat or Michaels or practically any old-timer(hehe) have missed the ^&%$* boat by a country mile every year since 1995. (Anyone can test the value of an analysts opinion by buying Cpq whenever they recommended it for the last two years, or buy a few of the oil service stocks lazst fall. I think an upturn in Aol and Yhoo that holds for several days will signal we have passed the bottom. Sig