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

To: D.J.Smyth who wrote (159137)	8/3/2000 10:16:34 AM
From: rudedog	Read Replies (1) \| Respond to of 176387

Darrell - RE: Head in the sand - I was not talking in general, but about my info from IDC on server unit growth. We have seen a similar pattern on several of the tech stocks right before earnings. Remember the SSB analyst, Gardner, who said CPQ would miss rev and earnings, only a few days before their earnings? And the Semis? Still, it amazes me that a couple of comments could move a stock like DELL this much. My views on DELL's likely performance the rest of this year are pretty well known and I have no intention to adjust my thinking or position, especially now. In fact I am probably going to take a long options position today - probably the Nov 47.5 calls. Seems like a no-brainer way to make some good money. None the less, I am looking for the factors that may be countering the generally rosy projections from management in the minds of analysts and investors.