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Technology Stocks : Dell Technologies Inc.
DELL 133.01-5.5%1:40 PM EST

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To: Sam Bose who wrote (152263)1/26/2000 10:00:00 PM
From: G.M. Flinn  Read Replies (3) of 176387
 
Sam, Niles will be positive on DELL's outlook. 30%+ growth is the best in the business. He was "highly confident" that a Q4 miss was coming (he shouted it out 5 separate times) and wanted to knock the price down so it made sense to buy. I hate to admit it, but he was right. Stock now down from $54 a few weeks ago to $36 or so. He gets a 50% return just to ride the stock back up to where it was when he starting bashing it, assuming DELL recovers from its supply constraints.
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