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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

3:59 PM EST

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To: D.J.Smyth who wrote (156760)	5/4/2000 5:10:00 PM
From: GVTucker	Read Replies (2) of 176387

Darrell, RE: Fleck's over the hill quote, as do all shorts, do not fairly characterize the industry or current trends. They take one aspect and paint the entire picture with one piece of data. i continue to doubt Fleck's sincerity in this matter First of all, I don't care about Fleckstein's sincerity. He was wrong, and wrong early about this industry, so his remarks are irrelevant to me. As far as the remarks of 'all shorts', the fact of the matter is that DELL is making far less money right now than any of the bulls could conceive at this time last year. That is a fact that comprises the entire picture, not just one aspect of a piece of data. And looking at IDC or Dataquest data, I still can't figure out where you get corporate demand between 15% and 18%, sorry.

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