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

To: GVTucker who wrote (160420)	9/7/2000 10:03:56 AM
From: OLDTRADER	Read Replies (1) \| Respond to of 176387

Analysts compensation tied to commission Volume--Now I wonder why that little factoid has never made Barrons or the WSJ-it says it all about the true level of integrity of the BD managements in todays so called "Wall Street"!!!!!!!!!!It says it ALL!!!!THe SIA and the SEC are jokes!

To: GVTucker who wrote (160420)	9/7/2000 10:28:55 AM
From: OLDTRADER	Respond to of 176387

GV TUCKER:You have us right-When we see a ML analyst such as Bernstein just on CNBC we hit the mute!Says tech bad for future-Now really!

To: GVTucker who wrote (160420)	9/7/2000 10:48:25 AM
From: Mary Cluney	Respond to of 176387

GVTucker,<<<There are tons of people that are talking about the initiatives you mention, and, IMO, a lot of this is priced into DELL's current stock price.>>> That all depends on how you define "a lot". That's what makes a horse race. Every dotcom related company "hypes" their story. Most people on this thread do not understand these DELL initiatives. <<<they also for the most part have a pretty good handle on the long term possibilities.>>> This is where we differ most significantly. You believe for the most part, that the market is efficient. That every piece of information is digested and efficiently priced into the stock market. Whereas, for the most part, the dellheads on this thread (that includes me) believe there is a new paradigm. The new paradaigm is information overload that is causing market volatility. All this information is not being digested properly. People like Scot McNeally, Lou Gerstner, Ashok Kumar and the people of CNBC are taking advantage of this sea change in the distribution of information and are promoting their own agenda - and disrupting a truer valuation of what is likely to come. Dellheads believe that there is too much noise in the market place and that the Dell story is getting lost. I personally believe that only Michael Dell can really deliver the "Dell Story". We (DELL) are at this point undervalued. Mary

To: GVTucker who wrote (160420)	9/7/2000 3:30:56 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

GVTucker, Hi!! I just received this from another DELLhead friend... RE: Kumar's job is to generate commission business through their brokers and institutional clients. If he stayed on "strong buy" all the time, there would be no commission business on the Dell portfolio, and Kumar would be packing. Perhaps in some folks minds this answers a lot of questions...Yet, I can't but not recall the many conversations I've had with folks that invest...The vast majority of them are long term investors that don't find an urge to play the market...Surely I'm not taking a poll but while you are mentioning the subject: RE: If you're going to place blame with anyone of this short term focus, blame CNBC and its day trading mentality. While there is no question that the analysts can tend to talk more about the quarter to quarter performance (after all, part of their compensation is tied to the commission volume they generate), they also for the most part have a pretty good handle on the long term possibilities. You just don't see Mark Haines talk about this too often because it isn't really all that exciting--well, for most people, kemble, not you.....:) I find it hard not to include the common remarks many friends make concerning CNBC...And, without a doubt this unofficial "census" has overwhelmingly shown that the typical flow of conversation aids the traders...For example: One friend recently told me that the next time Joe Pisani ever talks long term it will be the first time... :o) I can't help but not agree with your assumptions GV...What will continue to frustrate me is the conscious efforts many investors make to research companies and then find them being trashed by the negativity of the media...MB when she stood on the floor of the NYSE to start the opening bell would commonly be handed a note from anyone and just read it...She really had NO idea who was handing her these...Amazingly we all could find laughable sentences that she could have read unknowingly...Once again I feel it is not the hype that wins here in the long term...But, it has drastically aided the traders that you read about who play these remarks daily...It is with this possible minimal knowledge that I see that makes me wonder what companies like DELL are doing to almost pre-empt this new market strategy...Kumar's remarks are not just another negative remark when the company is struggling to turn into these new areas...I'm certainly willing to wait for the turn...I just have a sense of frustration that others that have long endured this turn will give up and sell...You obviously know I believe that what Mary is referring to is where DELL is leading many to for a fabulous future...I don't want the others to abandon this patience and bail...IMO "Michael's Second Act" will dwarf his first act...The opportunities staring at him far exceed anyone's imagination... Best, Kemble