Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: JRI who wrote (153130)	2/7/2000 11:29:00 AM
From: OLDTRADER	Read Replies (2) \| Respond to of 176387

MSD-Needs to quit flying around to exotic conference locations playing the Eric Severeid of the Internet and charity donor and declare a moratorium on any future management security sales ,a stock buy-back,and a roll up the sleeves ,down and dirty big time renewal effort.-Question-Where is Kevin Rollins?No word of his existence in past few months.

To: JRI who wrote (153130)	2/7/2000 12:17:00 PM
From: Sig	Read Replies (1) \| Respond to of 176387

Dell still hiring in Austin with over 262 jobs listed. Of those in Manufacturing, the majority is for the second shift. With Nashville running strong I would assume business is good which would mean next quarter sales could be much higher than last years. If we only knew how much(G) SES

To: JRI who wrote (153130)	2/7/2000 12:45:00 PM
From: jim kelley	Read Replies (2) \| Respond to of 176387

JRI My comments were directed at the analysts view of the company over the last 3 or so months. In particular, I have Prudential's original estimate of DELL's revenue and EPS from mid year and it is off in the particulars but close in the top and bottom line. Prudential had DELL earning ~76 cents/share and 25.4 B in revenue more than 6 months ago. Pretty good estimate! In looking at the performance of DELL this quarter, I have to say that I am very critical of management's tardiness in alerting its shareholders to the issues facing the company. We should not have to get information about how the company is doing from analysts. It is creating two classes of investors one with inside knowledge and the others with no knowledge of what the company is actually doing. I do not know the reasons for this behavior but it is either negligent or intentional. I can see arguments for both positions. In either case, there are now two classes of DELL shareholders: The insiders and the outsiders. It reminds me of the old saying "Fool me once shame on you, fool me twice shame on me." :)