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Technology Stocks : Dell Technologies Inc.
DELL 122.55+4.4%Nov 21 9:30 AM EST
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To: Ed Forrest who wrote (142134)9/15/1999 2:02:00 PM
From: edamo  Read Replies (1) of 176387
 
ed..."what's wrong"

imho, go back to the february event, which in the mind of the market was the beginning of slow growth in dell. in spite of how revolting the word "perception" is to many threadsters. it is purely that. if an occurence is not viewed in real terms, then it is solely a shift in perception. contrary again to the consensus of the thread, it is the responsibility of corporate management to maintain a stock price, especially if the underlying fundamentals are stellar. dell management just repeats the obvious...this is not now, and never will be satisfactory to the equity market. look at dell sector performance since that point in time, stockwise they only have outperformed compaq. dell needs to reassure the market for the sake of the shareholders that they are more then a box maker...the talk of china as their second largest market in a few years makes me feel a bit unsettled...guess "mikey" knows more about communist ideology then hammer and eaton did.....(even qcom recently announced a "real" perspective of the prc market)

great company, superb fundamentals, but until the market believes of a future beyond the obvious present, the stock will go through a series of range trades.

please comment...thanks, ed a.
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