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Technology Stocks
Random Musings of a Virgin Trader (was Dell Diary)
An SI Board Since February 1999
Posts SubjectMarks Bans
210 1 0
Emcee:  powershred Type:  Unmoderated
Introduction Compact
FELL in love with a lady named DELL...she gave me nothing but mostly a trip to HELL. Thank goodness for the impatient investor in me...got out of the rot slightly scratched but it stung like a bee! The lady DELL is still as pretty as they come...but I ain't staying if the going aint fun!

Instead of focusing solely on DELL...this diary will serve to remind me of what I did right and what I screwed up in!...Hopefully, I will look back 10 years from now and realize that I am really a fool at heart!

DELL DIARY...down $12 on 66 million shares at $88.97

The purpose of this thread is to hopefully help fellow threaders from being shaken from the money tree too early. We all know how great DELL has been for those who were good enought to catch it a few years ago. But, what now for those who joined the station later? specifically those who came aboard from 1998 and onwards?

This thread will serve as a "notebook" of KEY DELL moves; NOT for conflicting views..there are two other great related threads for that!
To start off....

Thanks to Jhk_kc

Yesterday (Friday), we saw a massive selloff due to comments from an analyst commenting that DELL would not meet forcasted revenues. Daniel Niles from BancBoston issued a report just days before earnings on the 16th. Is he right? MACD daily shows a sell, Clinton just got acquited, the emerging markets are still sick..what now??
Will it beat 0.31 and split?
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210WOW...4 yrs of consolidation....breakout could be a ride!powershred-2/5/2004
209DELL now at $34...gain of about $7 in 2 yrs from $25 or 36%...not too shaby whilpowershred-9/30/2003
208Sold Telus at $9 for $21K return; will be shorting CSCO tomorrow...reported earnpowershred-11/7/2002
207Telus reports; expects loss to narrow from previous guidance. Stock is up to $1powershred-11/4/2002
206Can a $853,000 loss be made up? Lets trade like hell! siliconinvestor.com RULESpowershred-11/3/2002
205VIX5 Trade...Telus; added at $13; earnings on Monday. - INTC and CSCO have missepowershred-11/2/2002
204Holy Cowabanga.....the lessons I learned.... - No such thing as buy and hold (bupowershred-11/2/2002
203CSCO misses by.......a PENNY! public.wsj.compowershred-2/12/2001
202Aint we a pretty sight... siliconinvestor.com siliconinvestor.compowershred-1/15/2001
201CRAPPY 2001? www2.marketwatch.com Crappy 2000 siliconinvestor.com siliconinvestpowershred-12/30/2000
200INTC warns...duh.. siliconinvestor.com seems like the dark days aint endin....wpowershred-12/8/2000
199Painful or what? Message 14901181powershred-11/30/2000
198DOG days...NAZ at Oct 99 Lows... siliconinvestor.compowershred-11/22/2000
197Added JDSU 2,500@$72.. Im no genius... Cable sucks with voice..if it didnt..we&powershred-10/31/2000
196TOO MUCH FIBER = Diarrhea? siliconinvestor.com The mother of all buying opportupowershred-10/31/2000
195ANALyst opens mouth CSCO goes south! $45 siliconinvestor.com Where were all thpowershred-10/30/2000
194Just does not make sense...or does it.. news.moneycentral.msn.com Seems like thpowershred-10/25/2000
193Yikes!..NT clobbered after hours.. siliconinvestor.compowershred-10/25/2000
192NT earnings day...flat to slightly down...both D and Naz up...probably those thapowershred-10/24/2000
191Is it really different this time? thestreet.com Simplistic view to life... Oil powershred-10/24/2000
190More CYCLE babble jabble..? morphocycles.com Mind you I have also read.... The powershred-10/23/2000
189Added another 1500 NT at 66.5625powershred-10/23/2000
188Corning and SDLI beats street..can JDSU and NT be far behind? both off more thanpowershred-10/23/2000
187End of the Party at 2001? Subject 37210powershred-10/22/2000
186Pretty damn expensive haircut! yikes $70K wiped! siliconinvestor.compowershred-10/19/2000
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