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

To: Ed Forrest who wrote (148991)	12/10/1999 2:03:00 PM
From: Jean M. Gauthier	Read Replies (1) \| Respond to of 176387

Hi ed, Since he has sources all over, I believe he is right. I bet once against him and his "sources" and got my clock cleaned (in Jan 99). But, It is not important really. I DELL and those managers at dell who are not massaging the street PROPERLY would do so, we'd be OK. It won't happen, Michael dell will rah rah rah, nobody will believe him (as he has no more credibility on the street)... If he gave PROPER guidance, admitted to his problems, and told everyone that 35 - 40% growth in earnings is his priority, not top line, the stock would rally. Instead , the idiot overpromises and we the non-optionned shareowners suffer... I am starting to dislike this company, more than the street. I am thinking of taking a 2600 share loss x $ 5 = 13,000 or so and moving on... very, very tired of this crap. losing respect every minute for Michael dell and his managers. thinking of buying another 200-300 shares of SUN now.... I will probably hang on for the Jan quarter and then that might be it, if it's not too late... take care Ed lucky you, you got out in time.. Jean

To: Ed Forrest who wrote (148991)	12/10/1999 2:53:00 PM
From: jim kelley	Read Replies (3) \| Respond to of 176387

Re: Nile caution on Top end growth If there were only two months in a quarter, I would agree with Niles pessimism about top line growth. However, DELL's quarter ends in January not December. DELL has been somewhat constrained by the supply of Coppermine and Rambus components so far this quarter. However, it appears and DELL has stated that the supply problems have already eased and are improving weekly as INTC gets its yield up on Coppermine. Meanwhile, Samsung and some of the other DRAM suppliers are doubling up on production of RDRAM parts. So we may see DELL making its quarter top line growth with heavy January shipments. It is clear that the quarter is likely to be heavily back end loaded. Remember that most of the other PC manufacturers are batch oriented and to meet Christmas demand they must already have built out their inventory. Since the January quarter is usually light for the indirect manufacturers a considerable amount of component production becomes available for DELL. DELL will be the component suppliers best customer in January IMO. Food for thought....