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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Frank E W who wrote (132247)	6/10/1999 11:52:00 AM
From: TigerPaw	Respond to of 176387

grand plan is all set up and ready to roll Mikey will speak If the big funds are not finished with their diversification then it is better to wait with good news until it won't be met with a big sell order. TP

To: Frank E W who wrote (132247)	6/10/1999 12:32:00 PM
From: edamo	Read Replies (1) \| Respond to of 176387

frank...hasn't "mikey" already beaten the competition? if you are really good at what you do, your plans aren't altered by revealing same...wasn't "mikey" the one who boldly proclaimed as a young man that he would "beat ibm"???? so why the silence of direction...intc freely spoke yesterday of new development, years away, ibm, hwp, t did the same thing.. if you are the best at what you do, then the only harm that competition can do is in pricing pressure. all heard recently from dell pr has been "we are good,outperform our competition, keep an eye on us, watch this space........." a bit vague from a company who speaks freely about the importance of "vision" nothing wrong with being the #1 pc company, but the market will value this "perception" accordingly...perhaps in the 20-30 pe range.....again, not a thing wrong, but a "different" dell