Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 132.95

+1.9%

1:00 PM EST

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To: stockman_scott who wrote (139767)	8/18/1999 2:03:00 PM
From: GVTucker	Read Replies (2) of 176387

scott, RE: There still are a few ANALysts who don't have class or the balls to admit it when they are wrong and make rating adjustments. I would put Merrill Lynch in that camp. You can add ABN AMRO and Paine (in the assets) Webber to that category.... Exactly how were the Merrill Lynch and PaineWebber analysts wrong? Both said that DELL would probably report better than expected earnings. DELL reported better than expected earnings. On that opinion they were correct. The PW analyst's forecast in particular was very accurate. Both are neutral on the short term on DELL stock because they feel that the valuation is very high in the face of what they believe will be a difficult 2H for the industry. Whether that opinion is right or wrong remains to be seen.

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