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

To: rudedog who wrote (159444)	8/10/2000 11:34:43 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Dog, I suspect that Kumar was told by DELL of the revenue shortfall. Remember the good old days when Dan Niles was the omniscient analyst with a "mole" inside DELL. Today the SEC over the protests of the brokerage houses put an end to the practice of leaking this kind of information to select analysts. The rule goes into effect in 60 days so hopefully the playing field has been leveled some more for the average investor. JK

To: rudedog who wrote (159444)	8/11/2000 12:32:53 AM
From: OLDTRADER	Read Replies (1) \| Respond to of 176387

Where was MSD-easy to take the bows-hard to face the music!MSD better quit giving speeches and get back to running the company-fast!

To: rudedog who wrote (159444)	8/12/2000 11:09:25 PM
From: mepci	Respond to of 176387

rd: I too am disappointed. Earnings (after tax) from investments seem to be .03(.60*$125m/2.5B). That leaves .19 from ops., that is a full .02 less than whisper. Earnings from investments is .03, a penny better than expected. That means no gain at all in operating income. I can understand this, if they said, hey look we are spending money in tough areas and it is costing us a bundle in selling and R&D costs. If they can shoe us how these costs ar going to pay off in coming quarters, then it is not a poor performance. No such explanation means, they may not have a clue on how they can improve operating earnings. Until they show me that they have their act together, I am going back to old numbers for y2001 of .87.