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

To: D.J.Smyth who wrote (161374)	10/2/2000 2:21:18 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

Darrell - I think what John is saying is that you believe DELL management when they say those things, but the street does not. The last quarter's statement and CC set them up for this by blurring the distinction between operating and other income, by mixing the server, storage and workstation business into one bucket, and by the somewhat lame CC at which MSD did not participate. The reasoning behind the big price cuts last week is also not well understood and probably contributes to uncertainty. It will all come down to delivering the earnings. In the mean time I may just have to ride those Nov calls and bet on the come. Given the performance over the last few days, I doubt if there will be a big bounce back before then.

To: D.J.Smyth who wrote (161374)	10/2/2000 4:37:08 PM
From: JRI	Respond to of 176387

What clarity formula is needed? Time...(Cue the Rolling Stones hit, "Time is on our side")...2 years ago, MD had enormous credibility on the Street and was the wunderkind...too many investors (big and small) got burned/disappointed from Feb. 99/Oct. 00...rightly or wrongly, them the facts.... It can be righted....just need time...