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

To: rudedog who wrote (161890)	10/7/2000 10:39:41 AM
From: Bob Kim	Respond to of 176387

rudedog, The market cut DELL some slack for quite a long time. The first revenue disappointment came in Nov 98 and the stock is trading around that level. ML's current year revenue estimates are $2.5 bil or so lower than what they were 18 months ago, more than $1.5 bil lower than just 4 months ago, and $800 mil lower than about 2 weeks ago.

To: rudedog who wrote (161890)	10/7/2000 10:45:13 AM
From: Meathead	Read Replies (1) \| Respond to of 176387

Good comparison rude. The question is, does management (MD) truly 'get-it' this time. I would hope a stock crash of this magnitude would be the final wake-up call. Time will tell. What still worries me is that they basically vowed not to overpromise anymore back in Feb and claimed to understand the impact of disappointing on investor confidence. MEATHEAD