Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 142.68

-2.7%

Nov 10 3:59 PM EST

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To: rudedog who wrote (152857)	2/2/2000 2:10:00 PM
From: kemble s. matter	Read Replies (1) of 176387

Rude, Hi!! RE: I would be interested in a combination of events which would propel stock price up as you suggest but can't see one myself. What if the inventory situation is getting straightened out and the orders came in heavy towards the end of the quarter? Proving that their earlier guidance from CC#2 and #3 were more accurate than what they just told us...that is... their latest "guidance" spoke of disappointments all around... With component costs perhaps dropping we may see this reflection in the call...Isn't stabilization of the DELL model why it has been so successful?...I would think that if we are back on low inventory we'd be certainly telling the street things are changing... Best, Kemble

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