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Technology Stocks : Dell Technologies Inc.

DELL 122.46

-8.5%

Nov 17 3:59 PM EST

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To: JRI who wrote (152544)	1/28/2000 1:22:00 PM
From: jim kelley	Read Replies (3) of 176387

"Wow....Yesterday, I posted (to you) a 12-month price target of 52...and low and behold, Steve Fortuna of Merrill Lynch comes out (10 minutes later)..with the same 52 price target.." Why don't you apply for his job.<G> "Now (per Stockman's posted article)...Kumar, apparently, is looking for 35% revenue growth (in the next year)...exactly what I posted in my analysis yesterday....Similiarly, Kumar believes Dell is trying to underplay (Intel/Microsoft) earnings in the coming period...." Reminds me of the Saturday Night skit on "Lower Expectations" where the fat guy gets a fat girl. The growth rates of 30 to 40 % have been put out by the analyst community before DELL's CC. So there is nothing new here except the recognition by the company that it is going to be hard to sustain 40% growth when semiconductor pricing is hard and ther are so many product transitions going on. "Sometime FUD does work! (you think some of these guys read the thread?)..." Of course they do! But we are the ones getting fooled. We do not get the inside info from the analyst community. Remember DELL's performance used to be predictable before all these product transitions. They get to sit down with MD and TM we don't. Amazon layoffs? The beginning of quite a slide....

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