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

To: Patrick E.McDaniel who wrote (166518)	8/16/2001 5:03:58 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Patrick, Hi!! Yeah, heard that...Along with Bonnie Behren's question about "getting rid of inventory"...Now, we all know she didn't write that question...The problem is CNBC has someone writing it that they think knows what to ask... How many years does DELL have to be direct with all the others having the inventory problems before these idiots understand? Best, Kemble

To: Patrick E.McDaniel who wrote (166518)	8/16/2001 5:04:49 PM
From: GVTucker	Read Replies (1) \| Respond to of 176387

The Dell CFO is being quoted on Bloomberg as expecting 3Q EPS at 15-16¢, 3Q revenues unchanged to down 5% from the 2Q. I have no idea where Bloomberg is getting this information.

To: Patrick E.McDaniel who wrote (166518)	8/16/2001 5:07:12 PM
From: D.J.Smyth	Read Replies (2) \| Respond to of 176387

But I thought Kumar liked Dell? Do you mean to say that Kumar maybe doesn't like Dell? I am so confused. So, do we wait for Christmas before we buy Dell? Or do we buy Dell now based on Kumar's "buy" recommendation? At what price will they buy a ton of Dell now? Given all the silk ties these analysts go through in a single year maybe they should concentrate on investing in silk worms instead. I hope you don't think I have a bad (vitriolic) attitude or anything. I really look up to Kumar, but I just don't understand what he wants us to do.