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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: D.J.Smyth who wrote (161366)	10/2/2000 2:00:08 PM
From: JRI	Read Replies (3) of 176387

Darrell...the problem is that MD has used the term "healthy sales" to mean a whole host of things in the last 2 years.....it is a sufficietly ambiguous term...and it doesn't really tell you much...if you recall, he (or Meredith) used the term a week before they warned last year.... MD still need to rebuild credibility...rightly or wrongly, he doesn't have a lot of it right now (when he talks about sales projections), and Wall Street is still punishing Dell for Feb. '99, Oct. '99, Jan. '00...and some real concern about where future growth is going to come from.. The only way to change this is for MD (and crew) to underpromise and overdeliver financially....

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