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Technology Stocks : Dell Technologies Inc.
DELL 121.95-0.6%10:32 AM EST
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To: Mary Cluney who wrote (160388)9/6/2000 12:02:32 PM
From: GVTucker  Read Replies (1) of 176387
 
Mary, I agree that Dell is having a problem managing expectations.

There is exacerbated by Dell's recent change in disclosure. Dell no longer breaks out the results from the venture cap side. Thus, it is more difficult to tell how the core business is performing. Usually, when a company decides that less disclosure is better, that company is hiding something. Dell invites this suspicion.
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