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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: Jim Patterson who wrote (79022)	11/12/1998 4:57:00 PM
From: D.J.Smyth	Read Replies (3) of 176387

jim <<I was hearing 30 cents whisper. I think this makes 2 times now in 3 quarters that DELL has missed the whisper number. Now will anyone care. Showing 67 on Instinet. Can't wait to hear the spin on the report>> we covered our short straddle today a bit early apparently - it is amazing how the market treats such great companies with such mindless knee jerk reactions (i.e., aftermarket quotes); as important as earnings is the growth rate year over year and sequentially. they win in both of those categories. going forward they'll need to continue. possibly some day traders were looking for $.30 as a "barrier" against compaq. there's more up MD's sleeve than most realize, i believe, some of which may come out tonight. Kumar was nearly right regarding the number of units (he was low). unit growth shows up at market average

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