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Technology Stocks : Dell Technologies Inc.

DELL 129.24

+0.7%

Dec 26 9:30 AM EST

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To: kaka who wrote (168760)	2/10/2002 10:26:36 PM
From: D. Plen	Read Replies (1) of 176387

Kaka, Re. DELL is feeding them forward statements about guidance to buffer an irrational price decline if they say flat eps and sequentially down revenue for next Q. That's a reasonable theory. Maybe Dell like the telecoms and CISCO are "seeing" flat sales following a Oct-Jan quarter of pretty strong sales. Isn't Q1 usually Dell's least strong Q? Hope you are right about buffering against a price decline following the earnings report. I think I'll close my Feb 25 puts sale before earnings - just in case. D.Plen

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