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

To: Jim Patterson who wrote (42504)	5/16/1998 1:29:00 AM
From: S. Chiang	Read Replies (1) \| Respond to of 176387

Re: << There is no hint from DELL that DELL will beat numbers either. >> << I believe that Tom said he could not comment on profitabality due to the quiet period. >> Well, I thought you were talking about "hint". DELL's CFO has said so bluntly in public that their business is "very very robust". What else do you ask for a "hint". Maybe like "our EPS last quarter should be 5-7 cents above the Wall Street estimates." Well, I think you need an official news conference for a statement like that in order not to violate SEC rules. Microsoft did it once 2 months ago. << But you may be taking his comments out of context, just the way he wanted you to. >> Could you give me a reason why he wanted me to take his comments out of context? So he can give people a shock when the real earnings are announced and let DELL's stocks go down to the drain. By doing so, he will get fired, if not sued.

To: Jim Patterson who wrote (42504)	5/16/1998 1:03:00 PM
From: jbn3	Read Replies (1) \| Respond to of 176387

re But you may be taking his comments out of context, just the way he wanted you to. JP, Can you provide one *logical* reason why Tom Meredith, DELLs Chief Financial Officer would want analysts, shareholders, and the market to believe that DELL was doing exceptionally well if it were not? Just one reason why he would encourage optimism on this (to use Lucretia's terminology) 'bloated' stock if it were not doing well? Especially considering that if it were not doing well, the truth would be public knowledge in less than a month and... a) The immaculate reputation which Mr. Dell, Mr. Meredith, and the corporation currently enjoys for honesty and concern for shareholder value would be irreparably damaged. That kind of damage would hurt the company's prospects more than anything else I can think of. b) he had an excellent forum to downplay expectations c) he had an excellent opportunity to downplay expectations d) he had a myriad of plausible excuses available: competition, Asian economic crisis, El Nino, CPQs DEC acquisition, etc... In addition to providing the logical reason for him wanting us to take 'his comments out of context', could you please cite a reference to the last time that you believe any member of DELL's management team may have done anything similar? As an investor, one should be entitled to question and validate the integrity of management. However, I understand that you are not an investor in DELL. Both Mr. Dell and Mr. Meredith have reputations for unimpeachable integrity. I'm sure you understand that they cannot possibly personally respond to every individual who makes statements such as yours. However, as a DELL investor, I personally resent your pointed innuendo, and am just asking you to logically substantiate your position. With any due respect, 3.