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Technology Stocks : Dell Technologies Inc.

DELL 140.41

+1.1%

3:59 PM EST

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To: edamo who wrote (152113)	1/26/2000 5:05:00 PM
From: JRI	Read Replies (1) of 176387

Edamo...my comments were based on the expectation that Dell would warn, (which I expected, and stated so on the thread over the past week)....I thought it would come end of this week/early next.........but if today........BUT WITH a warning of .19/.20 However.....16, actually .15, is much greater than anyone, including pundits had said...even IDC data and antedoctal January data did not point to such a huge loss... The fact that Dell waited so long to announce a warning...is putting an extra "oomph" in the downturn.. So, in conclusion, I got the direction right...but the timing and "oomph" wrong......I unloaded 1/2 my position at 44+...good thing...

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