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Technology Stocks : Dell Technologies Inc.

DELL 146.68

-1.7%

Nov 7 9:30 AM EST

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To: kemble s. matter who wrote (152067)	1/26/2000 2:06:00 PM
From: calgal	Read Replies (2) of 176387

Kemble, Did you catch CNBC's mistake? They has CPQ #2 behind Dell, Worldwide, out there for the world to see. What a faux pas for CNBC. The Cappellas interview was interesting, but Everything is defense to Dell's offense. They are still learning how to be direct. They really got bitten by the 4th quarter last year, when they reported strong number so he was stressing that sequentially, this 4th quarter was better than 3rd. The channel stuffing was 4th quarter last year, right? This is data that most people on this board know in their sleep, so nothing new was stressed. He did stress their new products (I-paq) and distribution (attempting to be direct). I guess we just wait now to see what Dell has been doing and why they have been so quiet, when they had CNBC in their backyard this week. Michael is usually one who is seen, but he has been absent from the limelight. Okay, that is my reporting. Hope I got my facts straight! :) Leigh

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