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

To: D.J.Smyth who wrote (169709)	5/21/2002 6:40:03 PM
From: mepci	Read Replies (2) \| Respond to of 176387

DJ: stock prices are neither directly proportional to earnings or SE. I wish stockholders pay more attention to these, PEG, and SEG. Whether it is real estate or stocks, the price is what the market bears. What I am calling for prudence and equitable distribution. The true thing stockholders own is properly stated SE. In the economic terms if SE is the stock, RE is the flow. If you pay proper respect to property ownership RE should directly flow into SE. If you want the stockholders to part with some of this you better take permission in practical intervals. The more stability in showing respect to the property of stockholders you can give the more respect management will command. If you want to gamble outside the operations with my money be prudent about it, open about it, and take my permission. I am already trusting you (management) a lot in running operations including money management. Give me atleast some control on what I already own. If I can't have confidence in the management in protecting my SE, how can I have confidence with the rest.

To: D.J.Smyth who wrote (169709)	5/23/2002 11:50:03 AM
From: kemble s. matter	Respond to of 176387

DJ, Hi!! 9:27AM Dell Computer may enter printer biz-- Bear Stearns (DELL) 27.00: Bear Stearns says that a recent meeting with Michael Dell leads them to believe DELL may enter the printer biz in some way over the next 6-18 months; co wants to capture the recurring rev from ink cartridges in some fashion, and firm gets the sensethat DELL is trying to raise the competitive heat among printer vendors, which could have a negative impact on HPQ; outlook for LXK is more mixed in that it could get acquired, get incremental rev at lower margins, or a competitor could get the business.