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

To: D.J.Smyth who wrote (129657)	5/28/1999 1:20:00 PM
From: David Harker	Respond to of 176387

>for high growth stocks it can be more a matter of current >investor sentiment and popularity than a matter of truth >with a small t. That understates it - it is ALWAYS a matter of sentiment and popularity. Sometimes the 'truth' (ie, that Dell makes lots of money, and the amount of Dell's profit is increasing) drives sentiment/popularity, and sometimes the sentiment/popularity IGNORES the 'truth'. sentiment governs whether rational 'truth' is acted upon or not - that is the key to stock price movement.

To: D.J.Smyth who wrote (129657)	5/28/1999 3:48:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 176387

re: You hold to the theory of rational markets yet you behave in a manner relative to reflexivity. I have no idea what any of the above means. (In truth I do I just don't buy rational markets) I go where I think the money will flow, based on my understanding of the general market and sectors I'm investing in. The trick is to be there before others and to not invest too little. You have to throw big dollars and have some faith in your investment ability, and of course, know when to throw in the towel to protect you capital, so you can live to fight another battle. re: for high growth stocks it can be more a matter of current investor sentiment and popularity Now that I can understand. I subscribe to one maxim. "The market is always talking to you and it never lies." How can it? Greg