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

To: Robert Scott Diver who wrote (146740)	11/8/1999 8:26:00 AM
From: lebo	Read Replies (2) \| Respond to of 176387

Dell computer leads $60 million investment in SINA.com

To: Robert Scott Diver who wrote (146740)	11/8/1999 8:57:00 AM
From: GVTucker	Respond to of 176387

Scott, RE: How about "Dell management thought that they could counterbalance the DRAM pricing by savings in other areas."? That sounds like the same thing I said. Management knew there was a problem, and hoped growth might hide the problem. How about "Dell management saw an opportunity to contain whisper numbers, thus benefiting their stock holders."? I do not consider it a benefit to stockholders to deceive the investing public. If DELL wants to contain whisper numbers, they should try giving investors guidance. Do you feel that Dell should share all concerns about all of the many components in thier PCs with analysts, suppliers and the competition? It is up to DELL management to balance the issues of competition with the necessity of keeping its owners appraised of important issues. Obviously, this is not an issue that deals with a competitive concern. If it was, then it wouldn't have been disclosed.