Thanks for posting that article and link, Mohan. I have several close friends that are long on dell based on suggestions from Uncle Frank. I sent them the following email after reading your post:
Miserable gloomy day, and a matching stock market. It took the steam
out of all of the tech stocks, including my #1 holding, Dell. As you
know, Dell's earnings report will be issued on Tuesday, 2/16, and they
are in the SEC mandated quiet period right now, and are not allowed to
make any comments that might influence the stock's price. BUT,
Michael Dell was the keynote speaker at the Goldman Sachs tech
industry analyst's conference which opened today, and let a very
telling comment "slip". I just came across this article, which
confirms my positive feelings about Dell's upcoming report:
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
Dell Computer Corp. (Nasdaq: DELL), Sun and SAP AG (NYSE: SAP) were
among those perceived as gaining momentum in the year ahead. At the
Goldman Sachs Technology conference in New York, Dell CEO Michael Dell
said the company was on a tear attracting enterprise customers from
established players.
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
You can read the entire article at
zdii.com
I still have the utmost faith in Michael Dell and his team, and am
backing up those feelings with 5,400 shares of dell (a total of stock
held and options which have strike prices that are lower that today's
price). I'd encourage you to not let market manipulators like Ralph
Acompara of Prudential Securities frighten you out of participating in
a unique opportunity with Dell.
Frank |
