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Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

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To: Mike Van Winkle who wrote (158816)	7/25/2000 11:34:28 AM
From: TTOSBT	Read Replies (1) of 176387

Re: "Jim Vanderslice (who has years of IBM storage experience) is not some kid dreaming of going to 0a distant galaxy. I would hesitate to apply the words "seriously underestimating" to him." ML's Fortuna says Dell is faulting as a PC company and Kumar says they are faulting as a storage company. Which is it? Are they storage or PC or Internet or VC or servers! servers! servers! OR do they just have "TREMENOUS OPPORTUNITITES" because their servers will hold up earnings until the other businesses satisfy a few more analysts? Whom shall we believe analysts or company directors? If the company is in a quiet period does that mean they will not pre-warn before earnings? TTOSBT

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