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Technology Stocks : Dell Technologies Inc.

DELL 133.18

-0.1%

Nov 28 12:59 PM EST

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To: edamo who wrote (129610)	5/28/1999 11:31:00 AM
From: Ian@SI	Read Replies (1) of 176387

Ed, I think I better understand your concern with MSD. If I look at the relationship between the Street and Armstrong (from T), there's a warm rapport and trust between them. If an analyst hears some rumour, or fears that T might go bankrupt in an hour from some new and imagined threat, then they immediately fall back on their trust for Armstrong to successfully mitigate this previously unforeseen event. When an analyst sees a new threat to the PC industry, it seems they immediately believe that Dell will make the same mistakes that Rosen / 5fer did. I think the analysts will be proven wrong. Dell's execution has been nearly flawless this decade. And the mistakes they've made have been rapidly recognized as such with appropriate and rapid corrective action taken. I see MSD as honest, effective and a creator of wealth (hopefully some for me too). I'm willing to forgive him for not being an Armstrong, Grove or Chambers. As long as the company keeps performing. Sooner or later the stock price will also reflect that success. Best regards, Ian.

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