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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: Frank Ellis Morris who wrote (83800)	12/5/1998 12:35:00 PM
From: Chuzzlewit	Read Replies (1) of 176387

Frank, you said: there is something strategically or fundamentally wrong when Dell can't get it together. What precisely can't Dell get together? It seems to me that the company is hitting on all eight cylinders (12 if you drive an exotic). Michael Dell's job is to maximize shareholder wealth by prudently managing the company, not by playing games to jiggle the price of the stock. Cutting prices is a reaction to market conditions. Component costs are a fact of life for all manufacturers, so drops in CPU costs are quickly reflected by adjustments to selling prices. A company that does not adapt is quickly consigned to the scrap heap. I have seen nothing to support your contention that sales are falling. Do you have a source for this information, or is this the result of your big toe twitching? TTFN, CTC

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