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Technology Stocks : Dell Technologies Inc.

DELL 120.60

+1.8%

Jan 9 9:30 AM EST

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To: Jim Patterson who wrote (69566)	10/6/1998 1:21:00 PM
From: divvie	Read Replies (1) of 176387

No doubt DELL has learnt that they must manage expectations. I may not agree with you on the odds that you state but agree that the three scenarios are possible. However, in your original post, you were talking about companies that had mislead investors into thinking that everything was OK, when the opposite was true: 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. www3.techstocks.com I was suggesting that, though DELL do seem to be managing the news that they give out, it would appear to be the opposite of painting an overly optimistic picture that fools the investors. Yours is a new, different point that is also valid. I would say that the odds are: A 2:1 B 1:3 C Even

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