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Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

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To: Jorge who wrote (42516)	5/16/1998 10:42:00 AM
From: Lucretius	Read Replies (2) of 176387

This qtr's earnings will be fine, but you don't seem to understand the high expectations for DELL right now. If the co were to say on Tues that their growth rate was slowly slightly (maybe down 5% from last yr) The stock will get KILLED. As for Michael DELL being sued, derivative suits don't work that way, my friend. Mike must commit gross negligence thru an ommission or false stmt or maybe go after him under 10(b) of the '33 act. I haven't seen him say anything that would fall into those catagories. Mike has said "everything is great. We see no problems ahead." This does not mean they can't come out next week and say things have changed. Things change very fast when you direct sell. there are no vendors that make regular orders and make those orders months in advance of shipments. That is what is really scarey about DELL. You (nor the co) won't see a slowdown till it is right on top of you. By then it is too late, the co has already overexpanded and you've overexposed yourself to the stock. good luck! -Lucretius

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