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

To: tsyl who wrote (58606)	8/17/1998 12:38:00 PM
From: SecularBull	Respond to of 176387

I assure you that they "manage earnings". It is important that no one views that as unethical. I'm not suggesting that they fabricate sales out of thin air or creative accounting (like CPQ), but they have the ability to shift sales from quarter to quarter in either direction. It isn't that they're going to take credit twice (or very early like CPQ). I think you are VERY correct to assert that last quarter may have been intentionally light, in favor of this quarter and the anticipated stock-split announcement. You have to keep in mind that DELL is buying it's own stock. It would have seen late May as a buying opportunity before the next big leap. This one may be a blow-out quarter (and maybe not). We'll know tomorrow. Regards, LoD

To: tsyl who wrote (58606)	8/17/1998 3:48:00 PM
From: SecularBull	Read Replies (1) \| Respond to of 176387

Just heard a RUMOR that two DELL divisions stopped shipping products two weeks before the end of the quarter. No other info available. If this is true, it would lend credence to the suggestion that DELL manages earnings. I'm not sure how they could hold shipments and make deliveries for such an extended period. This is a RUMOR, and I'll update if I hear anything else. I do not vouch for the accuracy and/or underlying meaning of this information (which may be completely false as far as I know at this point). LoD