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

To: Chuzzlewit who wrote (150286)	1/4/2000 4:50:00 PM
From: Bazmataz	Read Replies (2) \| Respond to of 176387

Well put Chuzz, but I would disagree with one thing in your statement - the entire philosophy OF it... the market doesn't care whether or not what Merrill says makes any sense. Statements like saying that DELL will only do well if they raise gross margins without impacting the top line are complete nonsense. They might as well say "DELL will only do well if they make a lot of money without spending a lot of money". And statements like DELL has risen over the past couple of weeks for no apparent reason is also nonsense. How many stocks could we say THAT about? QCOM doubled in a week for no apparent reason (nothing changed at the company in that week)... the problem is - none of that logic matters at all... it's all psychology - and it's clearly negative at this point in time... DELL has been a relative laggard (relative to its own past performance that is) for the last year... this is no surprise... your thoughts are always appreciated... regards, B

To: Chuzzlewit who wrote (150286)	1/4/2000 5:21:00 PM
From: kemble s. matter	Read Replies (2) \| Respond to of 176387

Hi!! RE: But what do I know? A great deal more than ML's deceiving tactics... Best, Kemble

To: Chuzzlewit who wrote (150286)	1/5/2000 11:58:00 AM
From: D.J.Smyth	Read Replies (2) \| Respond to of 176387

Chuzzlewit. Your comments are well spoken. Fortuna must have based some of his data from Intl Data Corp. It must be understood that Intl Data's computer data can be at least 60 days run time behind (from what I was told from them). So, October would represent the last month that IDC formulated their market calulations relative to worldwide market share, component availability, etc. It was in October that Dell stated a short term glitch occurred. This "glitch" was a probable show on the IDC's data and could well account for any miscue in Fortuna's calculations. Fortuna is opportunistic in the fact that he lists the negatives but cleverly disguises the potential positive surprises that Dell will experience next year relative to it's new areas of business. His report reads like a well written essay on the potential downsides of any PC maker. The same report could apply to Sun (in my opnion). The report could apply to any technology company! I mean his comment "Dell management had one of two options. One is to be less aggressive on PC pricing in order to shore up profitability and risk missing a possible fiscal first quarter buying boom as Microsoft releases its Windows 2000 system". Now, does anyone really believe that Dell will miss opportunities presented by Windows 2000 due to pricing pressure matters? The opportunities may be missed to a low labor pool, but not pricing pressures. He's of course referring to the all too oft spoke suffering margins. I wonder if Fortuna has EVER taken the time to visit Dell's operation and/or tour their facilities in Ireland? If not Dell needs to offer him an opportunity to do so.