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

To: Patrick E.McDaniel who wrote (50829)	7/12/1998 9:55:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Psssssst, the scoop on 'whisper numbers'. Pat: Here is an interesting study on 'whisper numbers',note SI is also mentioned as a source of the 'whispers'. Excerpt. "First Call analysts' forecasts tended to underestimate earnings by approximately 6.1 cents per dollar of earnings reported. Whispers tended to overestimate earnings by approximately 4.9 cents per dollar of earnings. This suggests that whispers "undo" the underestimation in analysts' forecasts but may be too enthusiastic at times.." pathfinder.com

To: Patrick E.McDaniel who wrote (50829)	7/12/1998 11:33:00 AM
From: Sonki	Read Replies (2) \| Respond to of 176387

HI patirck!! Q: for IR. Is it possible for Dell IR to come on the thread and answer questions time to time? Dell has been a mystry for many people and it can become more widely held stock if more SI peple understand and invest, thus increasing the % of indiviudal ownership vs. the institutions. This would be great for Dell in to have more long term investors. Dell dropped from $100 to 60+($30) last Oct, I was able to hold on to all my dell becasuse I saw M.Dell standing firm that Asia was actually benficial for us. I have questions that are not well formulated but amount to something like this: What is dell's plan for proividng total solutions? hw, sw, appication and one place of contact for service. i.e. it's easy to buy PC on the web but I think buisnesses look for servers etc they are looking to solve a problem and would like to have solution under one roof. That means working to gether SW businesses and benchmarking, selling and service to gether like a partners. For e.g. I see CPQ partenrig many of the EDA vendors and when these people do their demo and sell the prodcut they are actually selling CPQ (oem). CPQ would have deidcated sales force that would attend to this market or a speicif vendor.

To: Patrick E.McDaniel who wrote (50829)	7/12/1998 9:07:00 PM
From: kemble s. matter	Read Replies (5) \| Respond to of 176387

Patrick, Hi!!! I see you are still up to your usual tricks <<gg>>...one thing is for sure...if anyone thinks I've changed since Dell took over my life...no....but, I do have this constant smile every day when I wake up....five point days and ten point weeks have a way of creating this unstoppable and prolonged grin. On the northern invasion....Steve "do I have to make weight for this meeting?" Scott,,,Donald "I'll sell some lumber" Scott....Frank "when can I skim some cream off this stock" Ciliberto.... Drew "weeee're riiiichhh" Swiss and myself will be flying in Wednesday night...anyone looking for the Tshirts I will hopefully be at the Drury by 11-11:30PM.....I sent them to JBN3 last week and hopefully we can speckle the streets of Austin with Dell memorabilia... Now for the Tshirts.... Color: Light blue grey Front: DELL (Dell blue) (Don Collis was nice enough to give me permission to use the logo) Back: Picture of a Train (Dell)...........Pulling a second passenger car with " Dellheads" written on it..........Michael Dell's head sticking out of the conductors window and the words "Dell Train" under him on the side of the train.........."Run Mikey Run" written on the side of the engine.....One .large dead bear being run over on the tracks by the cattle bumper.... Super imposed over this in Black and Red is the chart on Dell since 1990....... Written across the top of the back of the shirt are the words from Michael at the end of the CNN Fortune Magazine segment... "More of it will happen in the future than has happened in the past" MSD Hope this is fine with everyone...I had some advice from quite a few and decided to combine a few ideas and some of my own.... Best, Kemble