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Technology Stocks : Dell Technologies Inc.
DELL 127.02-0.7%12:32 PM EST
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To: Lucretius who wrote (37399)4/9/1998 8:59:00 PM
From: Chuzzlewit  Read Replies (1) of 176387
 
LT, Fleckenstein has been short DELL for as long as I can remember, and he's been wrong as long as I can remember. So far Michael Dell & Company have provided conservative guidance for us. That's why there is a continuous "surprise" at the end of the quarter. The only danger, and it is temporary at that, is that the market discounts the surprise in advance.

Regards,

Paul
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