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Technology Stocks : Dell Technologies Inc.
DELL 133.74-0.1%3:59 PM EST
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To: JRI who wrote (153150)2/7/2000 5:03:00 PM
From: Sam Bose  Read Replies (1) of 176387
 
John,

Excellent analysis of the Street's current perception of DELL; my thoughts exactly. Its not enough anymore to even have Dan Niles and Ashok Kumar and Steve Fortuna recommending the stock, there is much too much nervousness among institutional managers....the CC this Thursday will be do-or-die for DELL, and management cannot simply repeat "same old, same old" as you've correctly stated previously. This stock needs a major catalyst, and it has to come from management.

Sam
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