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

To: calgal who wrote (149054)	12/11/1999 1:35:00 AM
From: Michael Kucera	Read Replies (2) \| Respond to of 176387

re: I agree with you. Michael Dell should set the record straight on CNBC. The perception that potential problems exist, is magnified when CNBC broadcasts rumors. If Michael just conducted an interview, it would alleviate fear, if in fact Dell is on track for the quarter. I have struggled with this problem all year concerning dell the stock and I have been selling on strength and rolling the $$$ into other stocks that have vastly outperformed dell during this time, but I really hate to sell all my dell when it is such a great vlaue right now. However, when the analysts come out of nowhere to trash the company on a FRIDAY...well lets just say I am beyond PISSED OFF with dell at this point. Now it is time for the CEO to step up and defend whether or not he THINKS it is his job or not...otherwise I can only conclude that somehow some other reason exists why they WONT play defense and then further sell more dell.

To: calgal who wrote (149054)	12/11/1999 2:40:00 AM
From: burn2learn	Read Replies (4) \| Respond to of 176387

Leigh, Should Michael respond every time analyst make remarks about the company. There are many analyst, does he reply to all? If not all does he then give credibility to the ones to which he replies? I don't think so, I believe our answer will come at the end of the qtr. Maybe with calls from the past we can determine the accuracy of the analyst compared to Dells guidelines for the qtr. Are we saying Dells guidelines stink? Dell has been consistent with their vision of growing revs, 4 specific areas of growth. Is the problem the plan is not outlined, need to be more detailed? I think it's weird people need a visionary about a dream in the future that might produce earnings. Many have said DEll does not have this, they do but its far less glamorous (taking market share vs. creating a new market). In reality who has the better chance of success the visionary about a future market potential or Dell taking over a proven market? mike