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

To: Ed Forrest who wrote (142134)	9/15/1999 1:56:00 PM
From: Robert Scott Diver	Read Replies (2) \| Respond to of 176387

While the two Ed's continue to offer their opinions while questioning the motives of others who offer theirs, let me point out that Dell is up in the range of 30% YTD. This is easy to miss in the bearish innuendos. IMHO, this is not too shabby in the context of the previous 5 year performance. Scott

To: Ed Forrest who wrote (142134)	9/15/1999 2:02:00 PM
From: edamo	Read Replies (1) \| Respond to of 176387

ed..."what's wrong" imho, go back to the february event, which in the mind of the market was the beginning of slow growth in dell. in spite of how revolting the word "perception" is to many threadsters. it is purely that. if an occurence is not viewed in real terms, then it is solely a shift in perception. contrary again to the consensus of the thread, it is the responsibility of corporate management to maintain a stock price, especially if the underlying fundamentals are stellar. dell management just repeats the obvious...this is not now, and never will be satisfactory to the equity market. look at dell sector performance since that point in time, stockwise they only have outperformed compaq. dell needs to reassure the market for the sake of the shareholders that they are more then a box maker...the talk of china as their second largest market in a few years makes me feel a bit unsettled...guess "mikey" knows more about communist ideology then hammer and eaton did.....(even qcom recently announced a "real" perspective of the prc market) great company, superb fundamentals, but until the market believes of a future beyond the obvious present, the stock will go through a series of range trades. please comment...thanks, ed a.