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Technology Stocks : Dell Technologies Inc.

DELL 124.79

-1.9%

9:35 AM EST

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To: JRI who wrote (44113)	5/21/1998 3:22:00 PM
From: Jim Patterson	Read Replies (1) of 176387

re: Please, please quit being so sloppy with your characterizations, classification of existing data! You are being misleading! I am being misleading ??? Maybe. If I am right, then am I misleading ? If you are right, then I most likely am. I have voiced concerns that everyone in DELL stock should be awear of. The main differance is that I keep trying to insist that they will impact the stock now. I have been wrong on that, so maybe I have mislead to an extent. I posted the % surprise for the last 6 quarters. If you Extrapolate the trend, from 20% down to 5%, you will find that in 1-2 quarters DELL will hit or fall below analysts ever increasing estimates. How about this for the trend I see and you don't. The level of surprise has dropped from a level in the 10-20% range to a level in the 3-8% range. It is posible for this measure to jump fall or stay the same going forward. I put the odds of a jump as low, for staying the same odd are higher, and for a fall the odds are highest IMO. As for academics, very few academics have ever generated consistant long term gains in the equity markets. Just because you don't like or agree with what I am saying does not mean I am sloppy or misleading. Most of what I say / argue is taken from brokerage reports and is not made up or conjecture as you assume. I just focus on the most concerning points. Jim

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