>>To: +jim kelley (146108 )
From: +stock bull Saturday, Oct 30 1999 7:22PM ET
Reply # of 146122
Jim, Dell's lack of performance this year is not a Cpq issue, nor is it related to most of the issues discussed on this thread. Dell's lack of performance is due to the lack of interest by the major money managers, institutions, pension funds, et al.
Why do you think the Street's money has gone elsewhere?<<
Finally someone who gets it.A clear,concise, rational explanation of the dismal performance of DELL in 1999.If DELL and GTW are both in the same business then why is GTW stock up 146% YTD and DELL up 8%?The Street obviously doesn't seem impressed by talk of Nashville,E-Commerce,merging with a troubled IBM, etc.People here say the Street doesn't get it.Wrong, it gets it only too well.
PS.They do assemble a great computer,though.I own one.
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