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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: Mohan Marette who wrote (102248)2/17/1999 11:31:00 PM
From: SirVinny  Read Replies (2) of 176387
 
Hi Mohan

I think Niles and Kumar were irresponsible in their criticism of DELL'S valuation. They were generally positive towards DELL in long term. Yes, they did say DELL was one of the best run companies etc. etc. However, my criticism of the two Nasal-Lysts is that they seem to hold DELL to a higher standard. Any other company with similar results would have been greeted with homage by the "ombres" on Wall Street. This is unfair to shareholders of DELL to be penalized just because the notch was slightly below that of "excellent".

SirVinny
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