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Technology Stocks : Dell Technologies Inc.

DELL 127.92

+0.4%

Dec 30 3:59 PM EST

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To: Mohan Marette who wrote (37397)	4/9/1998 8:33:00 PM
From: Lucretius	Read Replies (4) of 176387

Sorry to take away from the "when will we hit $70" discussion but I thought this little article was of interest. Fleck is short DELL so his info is a little suspect. However, I'm hearing the same thing... Remember, Michael will be saying good things about his co. all the way to the grave. afterall, it's his co. he wouldn't be in the bus uless he saw a bright future. All CEOs think this way. They have to. Good Luck! stocksite.com This part was of particular interest and can be confirmed from things I am hearing around town... "The important events today will be how Dell and Intel trade on the back of the love-in.ÿ I've heard from some credible sources (and 3-D Graphics (TDDDF) and Diamond Multimedia (DIMD) admitted) that Dell is pushing out deliveries from vendors.ÿ If that is the case, it can't bode well for Dell.ÿ Remember that they don't carry any inventory.ÿ So, if they are pushing out deliveries from their vendors, then it has to mean that orders are slowing.ÿ This is not what people want to hear with Dell trading at its current, ridiculously-high multiple.ÿ"

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