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Technology Stocks : Dell Technologies Inc.

DELL 120.60

+1.8%

Jan 9 3:59 PM EST

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To: Frank Ellis Morris who wrote (69306)	10/5/1998 5:33:00 PM
From: Jim Patterson	Read Replies (4) of 176387

RE: Do you think he may be underhanded and telling everyone things they want to hear as opposed to what really is?? I would expect the Mgt team of DELL to be like the all others I have seen when it comes to divulging information about a quarter or what ever. 2 days before EFII blew up, Some one told me that Investor relations told them every thing was just fine like 2 days before the blow up. As a matter of fact, this type of action is becoming more and more common. Keep telling them every thing is great until there is no way to hide the bad. Use what ever dirty accounting tricks to cook the books, Next quarter will be great and we can cover our tracks. Then the next quarter is not so good and the books get cooked a little more, and the story the street wants to hear does not change. Then lo and behold, there is a problem. I don't know if there is anything fundamental going on @ DELL. But one quarter of a billion dollars, That is a lot of stock to sell if every thing is going good IMO. Jim

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