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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: GVTucker who wrote (149424)	12/17/1999 1:40:00 PM
From: jim kelley	Read Replies (1) of 176387

While your argument is plausible, I do not think it is correct. Moreover, your premises can be proven. The published revenue and growth earnings projections have been consistently lower than DELL's actual performance over the last 4 quarters. So your argument rest on underperformance and that is not what has happened. The "conspiracy" is largely due to Mutual Funds buying and selling DELL like a herd of cattle. But it is also clear that this afforded some mutual funds the opportunity to accumulate DELL at low prices for a good Y2K gain. DRAM pricing, The RDRAM and Coppermine product transition delays, and LCD display shortages. But the operating results were actually exceeded the detailed projections put out by Kimberly Alexy Many months in advance. The other analysts use her spreadsheets. A lot of mutual funds divested themselves of DELL in February and March. The mutual funds have begun to buy back into DELL. This will drive the stock to new levels. 2000 should be gangbusters year for DELL as the move up the server food chain, resolve their supply problems with LCD's and complete the Coppermine and RDRAM product transitions. :)

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