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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: Kayaker who wrote (104757)	2/25/1999 1:29:00 AM
From: Chuzzlewit	Read Replies (1) of 176387

Bob, I think its time to be fair to Jock. He and I have had a spirited debate on the issue of Dell's seasonality. And do you know that he was the only person who started out with a bearish point of view on the stock who admitted he was in error when he saw the data? And the admission was not a grudgingly extracted one. It was open and said basically, "you are right. I was wrong. Let's move on". I respect Jock for that. That is more than I ever got from Burke's minions who continued to obfuscate issues I have found Jock to be an extremely open minded individual with keen analytical skills. I welcome his disagreements because they are not only well thought out, but his ego isn't on the line if he is in error. How many bulls can say the same? And the fact is that Voltaire has been less than forthcoming. If you recall he criticized Dell for not dishonestly portraying is operating results the quarter before last. He published a series of "Micahel Dell blew it" posts. More recently, while he was touting the stock and encouraging rabid buying by people on this thread right into the last earnings announcement he was busy selling. This same Voltaire claimed I was doing the thread a disservice by my critical analysis of Dell. Voltaire has opened himself up for severe criticism. He claims supernatural visions guiding his investment decisions, but when those visions don't pan out he claims "MM manipulation" and "headfakes". Never mind the fact that I have repeatedly challenged him on these facile explanations. And that he responds with lame excuses such as my naivete prevents me from seeing the obvious. I can't help but wonder how many people on this thread may have been hurt by following his advice. TTFN, CTC

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