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Technology Stocks : Dell Technologies Inc.
DELL 122.70+0.2%Nov 18 3:59 PM EST

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To: jttmab who wrote (99109)2/14/1999 10:35:00 AM
From: tonyt  Read Replies (1) of 176387
 
>While I may not be "pleased" with what Niles most recently said, the difficulty that
>I have with Niles is that less than 2 weeks earlier he said that DELL had a "fabulous
>finish" to the quarter, this most recent statement said that they had a "soft finish".

I agree with you on that. He should have commented on why he changed his view. Good point.

>On DELL WRT a warning if Nile's latest prediction is correct. Undoubtedly, there
>will be those that would state that DELL should have issued a warning, but I don't
>believe that with the numbers that we are talking about, it justifies a warning.
>Reasonable people may disagree with this statement.

I agree with you on that also, but based on the comments here after a 12% pullback on a stock that up 100% in 5 mos, I would guess that many would disagree. The interesting thing is that the most vocal complaints are from the Long-Term investors -- I would have expected the traders and options writters to be the most vocal -- A LT investor should have taken the small pullback in stride.
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