Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 122.46

-8.5%

Nov 17 3:59 PM EST

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To: Mohan Marette who wrote (99220)	2/15/1999 9:18:00 PM
From: Kerry Phineas	Read Replies (1) of 176387

Mohan, very good letter except for the grammar and a few of the underlying facts. Why is a 12% drop so bad after a couple of months wherein the stock has risen c. 50%? IMO its only a bad thing if you're playing the stock in the short term. If one is a true believer in Dell, it shouldn't make any difference whatsoever if the stock shows short term weakness, save the reflexive nature of the market. For instance, there is some risk that if the stock goes into a spiral (which I'm not predicting right now) that they'll have additional employee expenses due to ESOP problems; or there's the put warrant risk for a very significant decline; or negative publicity where people interpret weakness at Dell simply because the stock is going down; etc. I would love to get some clarification from Dan Niles also; would love to be a fly (tsetse) on his wall.

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