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

To: kemble s. matter who wrote (169911)	6/20/2002 2:23:25 PM
From: stock bull	Read Replies (3) \| Respond to of 176387

Kemble, Fully understand what you are saying about Dell and valuation. However, the valuation that you presented is what I'd call a qualitative, not quantitative valuation. No doubt in my mind that your qualitative valuation is correct. However, the Street goes by qualitative valuations, and many other factors, in determining what a stock's price should be. Given this, Dell is going down as we speak, and on pretty good volume. In the long term, Dell will be ok. However, not this year, and next year is questionable. There are to many unknowns in the world, such as the terrorism issues, that have a major impact on the markets. By the way, Dell had better be very cautious in how they enter the printer market. With pc sales down, printer sales are also down. Also, it's a low margin business, except for the toners and inks. For Dell to sell toner and inks, they have to sell through retail stores, and this is a new area for Dell. Selling inks directly may not be very successful, as must people just run down to their local store when their ink cartridges run out of ink. Larry

To: kemble s. matter who wrote (169911)	6/20/2002 3:02:47 PM
From: kaka	Read Replies (1) \| Respond to of 176387

Reuters Company News Dell shares fall on rumor that company denies NEW YORK, June 20 (Reuters) - Shares of Dell Computer Corp. (NasdaqNM:DELL - News) fell as much as 4.8 percent on Thursday on rumors that the company was being probed by U.S. securities regulators, traders said. The company said it was unaware of any investigation by the U.S. Securities and Exchange Commission into the company or its top executive. "We're not aware of any SEC investigation of Michael Dell or of Dell," spokesman Mike Maher told Reuters. Shares of Austin, Texas-based Dell were off 86 cents, or 3.5 percent, at $23.87 in afternoon trade, recovering from lows of around $23.53. The broader tech-heavy Nasdaq composite index (NasdaqSC:^IXIC - News) was off 12.04 points, or less than 1 percent. "The rumor we heard this morning was the SEC was investigating either the company or Michael Dell," said the co-head of trading at a Nasdaq specialist firm who declined to be identified.