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DELL Bear Thread

An SI Board Since March 1998

Posts	SubjectMarks	Bans	Symbol
2578	11	0	DELL

Emcee: jjs_ynot	Type: Unmoderated

Introduction Market Data Compact

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Reply	Message Preview	From	Recs	Posted
28	Looks like DELL will have a bounce today of some magnitude.	jjs_ynot	-	3/10/1998
27	Absolutely, the commoditization (word?) of the PC will make the industry flatte	jjs_ynot	-	3/9/1998
26	Regarding the PC marketplace, and machine prices: I used to have a job in the	Bilow	-	3/9/1998
25	Hi, I didn't get to read the article. I will tell you on Bloomberg News Ra	jjs_ynot	-	3/9/1998
24	Hi dave s; I put DELL cause it has the highest P/S ratio of the major box make	Bilow	-	3/9/1998
23	Continuation of response. How successful has DELL been in moving outside the P	jjs_ynot	-	3/9/1998
22	>>> I think as reality sets in Dell shares are going to get punished s	jjs_ynot	-	3/9/1998
21	Growth in the PC marketplace has stalled and pricing pressures are enormous yet	Andrew Fenic	-	3/9/1998
20	Jeffrey, Some additional thoughts; DELL has really been balancing a lot of th	jjs_ynot	-	3/9/1998
19	It is ceratinly good to see DELL working to maintain their growth path. WALMART	jjs_ynot	-	3/9/1998
18	To ALL: Dell reconfirmed strong demand in the cc this afternoon. NEW YORK (CN	Jeffrey Chan	-	3/9/1998
17	THE DELL MARKET SHARE MYTH Clearly there are indications that DELL is gaining	jjs_ynot	-	3/9/1998
16	Apparently a big block 500 K to 1 Mil went through near the close. Rumor has i	jjs_ynot	-	3/9/1998
15	Here is another view from YAHOO that could be more credible. "The Confere	jjs_ynot	-	3/9/1998
14	Here is a message from the YAHOO thread. BE FOREWARNED! it has no verifiable cr	jjs_ynot	-	3/9/1998
13	I hate the *&^$% MMs. They really make it tough to make a buck. As opposed	jjs_ynot	-	3/9/1998
12	Your advice is correct. I'm planning on keeping these options only for a c	Bilow	-	3/9/1998
11	DLJ and Salomon Smith Barney had significant downgrades. Both down two notches	jjs_ynot	-	3/9/1998
10	Carl, What price was DELL at when you bought the puts. Be careful, the options	jjs_ynot	-	3/9/1998
9	As a total speculation, I bought 20 March put contracts, struck at 65. Should	Bilow	-	3/9/1998
8	Per my very limited knowledge, an "anlayst only" Conf. call was sched	jjs_ynot	-	3/9/1998
7	Heard rumor they pulled out of Bear Stearns conference call today. Any truth to	Tradegod	-	3/9/1998
6	Well, DELL didn't have a great day today. Maybe this is the support level a	jjs_ynot	-	3/9/1998
5	With Intel warning, there seems to be some other issues at work than just a COM	jjs_ynot	-	3/9/1998
4	Bless you dear...from Bird Hill? How's yer sister?	Irish King	-	3/8/1998

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