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Technology Stocks : Dell Technologies Inc.
DELL 111.09-7.8%3:59 PM EST
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To: Meathead who wrote (135429)7/3/1999 12:44:00 AM
From: TTOSBT  Read Replies (1) of 176387
 
Great post with many great thoughts.

Re: "[Dell]the premier beneficiary of consolidation. We have IBM and HWP questioning whether they should even stay in this business and we have Compaq in serious, serious trouble. Dell could usurp much of this business if current trends continue."

Now why didn't the analysts and news reports thing like this when Lou Gershner first said: "The PC is dead" instead of taking it literally to mean the industry they should of taken it to mean IBM's participation! Why was Lou Gershner's word given so much weight? Especially with Dell at the time MD was saying the opposite about his company.

" many analysts and critics are seriously underestimating the immaturity of the PC platform, where it will be in 5yrs and how it will be used differently in the home and expanded in business applications. "

My biggest problem with analysts is they always state things as though it is final and absolute. Of course at times it's deliberate i.e. every year from February to September the PC business is slow, so what do the analysts do? Why they start disseminating all sorts of gloom and doom about the industry (probably after having shorted it).

The difference between the perception of Dell and the reality of Dell is what the analyst's are saying and what MD is saying! And of course we all know the analyst's always win in the short term and the company proves them wrong time after time but investor's still follow the misguided analysts because of their timing.

TTOSBT
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