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Technology Stocks : Dell Technologies Inc.
DELL 119.17+4.1%3:59 PM EST

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To: Mohan Marette who wrote (120483)4/25/1999 10:39:00 AM
From: D. Swiss  Read Replies (1) of 176388
 
Mohan, OT, I value Aschmuck's opinion as much as value MB's. The guy has ZERO credibility. He was off on the low side on Dogway by 13% in Q4 '98 and he was off by 31% on the high side this Q (when I spoke to the Director IR at the company, they thought he was on drugs with his .90 estimate and that he hadn't sought guidance from her). Judging from his track record he will be off again on the low side in Q2 '99, but only the Lemming seem to care what he forecasts. I would use him as a contrary indicator. There is a very high likeihhod that his most significant clients are short sellers. Why else would he flip back and forth as he does, never admits his mistakes and tries to get as much pres as possible.

:o)

Drew
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