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Technology Stocks : Dell Technologies Inc.
DELL 132.08-0.8%3:59 PM EST

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To: SecularBull who wrote (161518)10/4/2000 4:43:01 PM
From: PCSS  Read Replies (1) of 176387
 
LONGonFIBER, et al ..

<I think people are happy ...> NOT really

As a CPQ loong ... been here, seen this ....

DELL is a good, respectable company ... unfortunately (as with CPQ) as a company gets bigger quickly expectations and % growth outdistance actualities.

I canNOT see (as yet) the kinds of problems with DELL that CPQ (EP & EM) caused upon itself ... it's just a matter of time for a relatively reasonable recovery to happen. DELL's mgmnt team is excellent has and will learn from this experience.

From experience ... patience will allow ALL of you LONGS to sleep comfortably ... the short-quick-margined profiteers are in trouble.

I, personally, wish you ALL the best of fortunes.

Michael
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