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


To: GVTucker who wrote (134337)6/24/1999 11:49:00 AM
From: Shadow  Respond to of 176387
 
I heard the talking heads on CNBC make that statement
<the street doesn't believe MD> on Tuesday afternoon.



To: GVTucker who wrote (134337)6/24/1999 12:16:00 PM
From: eddie foree  Read Replies (1) | Respond to of 176387
 
gv tucker...here we go again...why do you question something i try to tell you..i heard the exact quote from cnbc after hours during their market wrapup early this week after michael dell made the sratement earlier in the day..i would not tell you this if i never heard it...whether you heard it or not is immaterial..sorry..



To: GVTucker who wrote (134337)6/24/1999 12:20:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 176387
 
The talking heads on CNBC don't believe Dell.

These cue card readers must believe that they know more about Dell's business than MD and his officers do.

Personally I'll trust Michael Dell before I'll trust any analyst and especially before I trust one of the CNBC cue card readers. They're on the tube for their pretty faces not for their brilliant insights and understanding of business. e.g. Mark Haines with his premise earlier this year that the Semi Capital Equipment sector was officially dead and would never ever again be revived.

Last time I checked, the Fed and the bond pit were fretting that the economy is too hot.

That doesn't strike me as a condition that would lead to Dell's growth rate slowing.

In any case the difference in opinion is what makes a market. I can buy Dell knowing full well that it should be illegal to take money from the ill-informed. And they in turn can dump or short Dell shares to another overly optimistic sucker.

We'll see within 2-3 quarters which group was most correct: the buyers or the sellers.

FWIW,

Ian.