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Technology Stocks : Dell Technologies Inc.

DELL 140.63

+1.2%

3:22 PM EST

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To: edamo who wrote (152144)	1/26/2000 5:24:00 PM
From: JRI	Read Replies (1) of 176387

edamo...your points about credibility are certainly worth discussion.... You should remember, though, the "apparent" causes of the slowdown: component supply and Y2K...Obviously Y2K no longer an issue, and if the component supply problem gets solved (and for Dell longs, it better)...then Dell will be facing, for 3 of the 4 next quarters...pretty weak Y-O-Y comparison numbers...should produce some nice Y-O-Y numbers for Dell.. I could not fault the market if it takes a "go-slow" approach to the stock for a while (until next quarter's earnings?)....IMO, Dell should have warned earlier in the month...I had been saying such for weeks now..

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