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

To: OLDTRADER who wrote (159437)	8/10/2000 8:46:43 PM
From: rudedog	Read Replies (3) \| Respond to of 176387

Bill - I am much more concerned by the positioning that was done only a few weeks ago by management, which used all of the keywords to let us anticipate better than expected numbers, only to be followed by a report which basically vindicated the Kumar analysis which was hooted at here on the thread. If real operating gains were only 6%, that's a whole long way from 30%. And there was no hint that the 30% annual gain was from the DELL "holding company" either. No defense of the revenue miss - $7.67 is a long way from $8. Am I being too negative? Maybe... but I am pretty disappointed. I was hoping for a solid .21 from operations, and I read this as closer to .17 without investment gains. What's going on here?

To: OLDTRADER who wrote (159437)	8/11/2000 1:01:09 PM
From: dwdkc	Read Replies (1) \| Respond to of 176387

Oldtrader... I think the insider conspiracy theories on stock price manipulation are a little overdone. MSD knew about the revenue shortfall but they promptly leaked it to the market; they also knew earnings were OK. I don't think they or anyone could really forecast whether the stock would go to 38 or 45 because the market sentiment can easily swing it that much. He sells a lot of shares all the time because he gets so many options granted. Their focus remains longer than quarter to quarter, as it should be. I just hope he's not being too optimistic when he says we can count on 30% topline growth; the last two quarters haven't done it, but they seem to be saying that is an expected part of this transitional phase and they are very confident the rampup is happening.