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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: Jim Patterson who wrote (69317)	10/5/1998 5:53:00 PM
From: divvie	Read Replies (1) of 176387

It is certainly healthy to be skeptical of the things that you mention, but I have noticed that DELL have tempered their enthusiasm somewhat. They used to say everything was great and people started expecting miracles. Witness the May 98 earnings announcement. They beat the street but not the whispers. The stock got punished. This August they seemed to have learnt their lesson. In mid July Tom Meredith announced that ASPs were falling and the stock was punished. What he did not say was that gross margins had increased so when the numbers came out there was an upside surprise that sent the stock up a few points. It seems that DELL had learnt to be careful with their gung ho statements and actually try to tone them down. This is different from the situation you describe. I am not a blind follower of DELL. I have tried to exhort members here to go to the CPQ thread as they have a lot of posters there that have a good understanding of IT enterprise issues that will affect DELL down the road. However, I do believe, if you are talking about DELL (my post has become so long that I've forgotten what you wrote!) then you may be wrong in this case.

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