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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: edamo who wrote (129220)5/27/1999 4:36:00 PM
From: Frank Ellis Morris  Read Replies (1) of 176387
 
>>i buy
earnings or potential earnings growth, but always watch management moves, as
they are a leading indicator, before the numbers hit the balance sheet. i have been
vocal about mikey, as you have...i feel uncomfortable when there is silence, from a
company that always speaks of vision and culture. the book is a true representation
of the success of dell, but it is being punished for it's perfection, as much more is
expected...gerstner has out executed mikey in the ceo game in the recent past..i'm
sure dell has plans, but why not tease the equity markets and give back the warm and
fuzzy feeling that has been lost...ed a.<<

Good Afternoon Ed and great comments as always. I hope that you will be able to attend the next shareholders meeting and inform Michael of what you stated. He probably has heard much of this already. I agree that Michael has the potential to be the best PR for Dell. With a little creative comments he could give the street and the shareholders confidence that the future is good and there are many avenues Dell is focusing to meet new demands and create additional revenue streams.

Are you buying any other stocks? What do you like now?? I assume you have investments with Dell? Did you sell any shares recently??

Glad to see Dell stock leveling. Held up pretty well today.
Greenspan is becoming a nuisance. I think if he raises the interest rates one iota he will get his walking papers. This is a dangerous time for the Democrats to be screwed by Greenspan. Overseas growth needs not to be diminished by higher interest rates

OT: Not sure what we will have for dinner tonight. Cereal boxes are getting empty, out of leftovers. Maybe will go out for Chinese. I do not think they will nuke us even though they have our ICBM secrets.

Have a great evening
Frank
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