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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 9:30 AM EST

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To: GRANOLA who wrote (126151)	5/18/1999 5:16:00 PM
From: Alohal	Read Replies (1) of 176387

GR: Good gut feeling, wish I had the same instincts! However, I disagree with you about MD misleading us. If I remember correctly, (1)he advised analyst NOT to increase their estimates; (2) he has been saying for some time now that investors will have to come to accept growth under 50% and (3)his statement about being "overjoyed" came about as follows: Question: "Well, will investors be overjoyed at the numbers this quarter or just pleased?" Answer: "Let's wait until earnings are out then we will see if investors are "overjoyed" or just happy with results". The question was nearly akin to "Have you stopped beating your wife?" If he answered "no, I don't think they will be overjoyed" or "yes, they will" he gets skewered. The days of 50+% growth are over, and not surprisingly for a company the size of Dell. I'll take 40+% for the shares in my core holdings, but I'll need to find another trading stock! Cheers and aloha.

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