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Technology Stocks : Dell Technologies Inc.

DELL 130.49

+0.4%

3:59 PM EST

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To: jim kelley who wrote (41475)	5/12/1998 1:49:00 AM
From: Lee Martin	Read Replies (1) of 176387

Would anyone like to comment on what the folks shorting DELL are likely to do when they see Mikey's smiling face on CNBC next Wed after DELL posts record earnings Tues. after the close of say .46-.47 which is a 74% increase from the .27 a year ago. What are the analysts going to do when they look at the report and confirm DELL is executing flawlessly and MD tells them he sees overall PC growth continuing to strengthen, DELL continuing to grow revenue at 50%+ and gaining market share? Does anyone doubt that this is what's going to happen? When is the last time anyone has heard a negative word out of MD? It just doesn't happen. IMHO overvalued bellwhether stocks like DELL,MSFT,CSCO,LU,GE etc. don't go down just because they are overvalued. They keep going UP unless or until they screw up. So unless DELL dissappoints, I think we'll have a repeat of FEB. when all the shorts covered after earnings. OK, let's hear it, tell me why I'm wrong because I would like to know. Regards, Lee Martin

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