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Technology Stocks : Dell Technologies Inc.

DELL 134.79

-0.9%

10:20 AM EST

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To: edamo who wrote (163334)	12/19/2000 8:25:15 PM
From: Meathead	Read Replies (1) of 176387

Hi edamo, Re: perfection is not possible, and dell acted as if it was... Companies that I invest in should always act like perfection is possible, it should be a never ending quest if a company is to stay competitive. Re: "mikey" the wunderkind elevated the company to the status of having no peers... I think you now may be confusing the normal statements and actions of a confident CEO with the thousands of posts from over-zealous threadsters who have over hyped Dell's confidence into extensions of their own hopes and dreams. The reality is CEO's talk confidently about their business when it's doing well. They all make mistakes with guidance from time to time which is to be expected... no one in the world knew for certain this xmas would be very weak 3 months ago. CEO's have been known to lower expectations when business conditions slow and they also take verbal jabs at their competitors. The online-media (threadsters included) will subsequently hype any event to the nth degree. As the on-line media currently hype up what a buffoon Michael Dell was cause he couldn't deliver on his promises due to overconfidence and lack of "big-league" business acumen, they fail to correlate this with the fact that we had a massive spending slowdown due to y2k which has not yet recovered to the extent everyone thought it would. Under these conditions, Dell has still delivered remarkable results compared to it's peers. Regardless of all the extremist hype, I try to look at it for what it truly is, a very good company in a weakening economy that can still turn a solid profit. MH

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