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Technology Stocks
DELL Bear Thread
An SI Board Since March 1998
Posts SubjectMarks Bans Symbol
2578 11 0 DELL
Emcee:  jjs_ynot Type:  Unmoderated
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278 The bear is gaining weight by eating grass.lin luo-3/26/1998
277 Well I personally am lightening up on my DELL long position (short puts) and exjjs_ynot-3/26/1998
276 DELL BEAR THREAD....You need to be over on the BULL thread where they know wherJorge-3/25/1998
275 Denise, I agree that all the problems are not solved in tech business, but forjjs_ynot-3/25/1998
274 Hello Dave, Nice sale on the puts. I'm thinking of doing the same now thatAlly-3/25/1998
273 Good call Dave, I went long yesterday but got out too quick. Just went short aTradegod-3/24/1998
272 Denise, FWIW, I sold some April 57.5 puts at the beginning of the week since tjjs_ynot-3/24/1998
271 Why doesn't DELL look so hot long term?jim kelley-3/23/1998
270 Ramsey, The valuation of GTW appears much lower as related to sales and book vjjs_ynot-3/23/1998
269 dave, while most of the discussion on this thread is focused on DELL and CPQ, Ramsey Su-3/23/1998
268 Denise, To expand on the differences on our analyses. I don't expect the Pjjs_ynot-3/23/1998
267 Longer term I think DELL looks ok but I agree margin pressure is intense and cojjs_ynot-3/23/1998
266 analyst will look closely at top line growth and margins...the share buyback isvan wang-3/23/1998
265 Denise, Your evaluation is pretty close to mine. The one exception is that I ejjs_ynot-3/22/1998
264 >>Denise, I was disappointed on Friday that the Fed news on Beige book reAlly-3/22/1998
263 >> Given that DELL earns $300 mil/qtr, they still need another $325/qtr tAlly-3/22/1998
262 Good fundamental analysis, Denise. A few points to add... 1) To buy 10 mil sJacky AY-3/21/1998
261 Hi Dave, Here's my contribution to your fine thread this week, hoping to rAlly-3/21/1998
260 Denise, I was disappointed on Friday that the Fed news on Beige book referencChina Trader-3/21/1998
259 Let's face it, the PC marketplace is maturing and rapidly consolidating. Dhelix-3/21/1998
258 >>> Dell is completely out of my area, but partly due to this threadjjs_ynot-3/20/1998
257 <<Well Monday should tell the story. The stock movement should give a preRXGOLF-3/20/1998
256 Well Monday should tell the story. The stock movement should give a pretty goodjjs_ynot-3/20/1998
255 The color noises: Market -- brown noise, Black model -- normal, human -- pinklin luo-3/20/1998
254 Are you saying Black-Scholes has a nonlinear bias whereas human behavior is morjjs_ynot-3/20/1998
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