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Technology Stocks : Dell Technologies Inc.

DELL 117.26

-3.9%

9:52 AM EST

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To: Harvey Ghesser who wrote (138542)	8/5/1999 10:40:00 PM
From: T.R.	Read Replies (2) of 176388

We have been in what feels like a never ending spin cycle since February, even before then. A partial list includes: - Pfeiffer stating the market was flat for everyone, not just CPQ - World economy worries - Greenspan about to speak - Greenspan speaks - Interest rates may rise - Unemployement too good - Economy too good - World economy might be too strong - PE too high - Only beat the street by one cent - Didn't enter the low-end market - Y2K worries - Michael Dell contemplating growing a second head - Spring frog crop down - Albino people no longer visitng the GAP I think you get my drift. Some concerns have some teeth to them, others are analysts, etc looking to get noticed. The bottom line is we've had a hell of a run over the past several years and now the stock is taking a breather. Personally I'm watching for what I THINK are good dips and adding small portions to my portfolio. I believe I am mentally prepared for Dell to drift in this range for some time, then once some sanity returns to the market it will become rediscovered. Dell has a great process, excellent management and a LOT of strategizing going on behind the scenes. Kemble has said several times about the "pain" statement Michael made. I believe it to be true..only time will tell. Good luck! Tom P.S. After all the preaching I didn't offer my opinion regarding the street. I don't think there is much to "wait and see" on with this company. Personally I think too many investors are making nice change by playing off the fears of the market. Others are concerned with the perceived threat of Y2K...and still others don't know what to make with the sector du jour. One day it's financials, then oil, then transportation, then retail, then techs...etc, etc. Too much turmoil.

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