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Technology Stocks : Dell Technologies Inc.
DELL 142.53+2.7%12:01 PM EST
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To: Kumar who wrote (125199)5/16/1999 4:49:00 PM
From: jim kelley  Read Replies (2) of 176387
 
Kumar,

I do not hate Kumar (Piper Jaffrey). However, I am critical of his comments and analysis of DELL and some of his methods.
Actually, Kumar's estimate is better than Niles and many other analysts this quarter IMO ( currently 15% sequential growth).

While I think that Kurt King's forecast for DELL is way off, I applaud his admission that there could be wide variances in units and asp this quarter when DELL reports. Analysts should give their consumer some idea as to their own degree of certainty about their analysis.

Regards,

Jim Kelley
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