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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: calgal who wrote (149054)	12/11/1999 2:40:00 AM
From: burn2learn	Read Replies (4) of 176387

Leigh, Should Michael respond every time analyst make remarks about the company. There are many analyst, does he reply to all? If not all does he then give credibility to the ones to which he replies? I don't think so, I believe our answer will come at the end of the qtr. Maybe with calls from the past we can determine the accuracy of the analyst compared to Dells guidelines for the qtr. Are we saying Dells guidelines stink? Dell has been consistent with their vision of growing revs, 4 specific areas of growth. Is the problem the plan is not outlined, need to be more detailed? I think it's weird people need a visionary about a dream in the future that might produce earnings. Many have said DEll does not have this, they do but its far less glamorous (taking market share vs. creating a new market). In reality who has the better chance of success the visionary about a future market potential or Dell taking over a proven market? mike

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