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Technology Stocks : Dell Technologies Inc.

DELL 138.98

+4.0%

Dec 4 3:59 PM EST

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To: Patrick E.McDaniel who wrote (164010)	2/9/2001 9:24:09 PM
From: rudedog	Read Replies (3) of 176387

Patrick - It seems unlikely that the kind of press references - used for DELL insiders who don;t want to be named - would be used so freely if there were no substance. Given that DELL stock was likely to get hammered based on this, I share JRI's concern that management just had a hard time fessing up - or, more likely, their internal messaging was not complete and they want to be sure that the explanation for their first layoff gets correctly placed with employees. I guess the next few days will tell the tale. I don't think the layoff itself is any big deal, but the response today, if misleading, would be bad.

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