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Technology Stocks : Dell Technologies Inc.
DELL 127.96+4.4%11:47 AM EST

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To: MichaelW who wrote (78528)11/12/1998 10:15:00 AM
From: G.M. Flinn  Read Replies (3) of 176387
 
Kumar / DELL performance .....
Kumar is so wrong I cannot believe he gets paid for his "analysis." Listen, those of us who have held and traded DELL over the years can count on several certainties. Most notably, when INTC pre-announces that sales AND margins are up, the obvious conclusion is that the high-end chips are flying out the door. Who is heavily weighted at the high end? DELL ... remember last quarter! We just went thru this scare tactic stuff on DELL. Also, DELL has been very outspoken this qtr. on its positive performance. Another certainty: DELL delivers ... time and time again. They do not mislead a la CPQ. Buy some more, go to work, be gratified w/ the co's fine earnings, and know that Michael Dell will shine on CNBC tomorrow.

I would like to thank Kumar et al for allowing me to buy some more at 68 5/8 this a.m.

Glenn
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