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Technology Stocks : Dell Technologies Inc.

DELL 133.92

-4.9%

3:59 PM EST

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To: jim kelley who wrote (153168)	2/8/2000 8:34:00 AM
From: rdwng	Read Replies (1) of 176387

Jim, RE:"RE: DELL's situation and the CC I am not expecting DELL's stock to melt down further as a result of the upcoming earnings report. In fact, we have already been told what to expect and I think that will be the performance that is reported (approximately). The CC will not be that important -IMO - because even if DELL is very upbeat their words are not going to be accepted as in the past. Of course, huge news could move the stock up or down depending on whether it is positive or negative. Analyst and other people are going to be waiting to see if DELL is getting its management communications act together. There has to be proof! Credibility has been spent with this huge Q4 miss!...." FOr a what if, if DELL comes in above forecasts, do you belive this will hurt their credibility? Even you stated it was only 10 days of business. I admit that I wish DELL would be a performing much better, but I really think it's there own past success and refusal to lower expectations earlier that got them to this point. It's difficult to blow ones own horn when the message is lower/slower even when it's higher/faster than competion. JMHO Redwing

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