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

To: Lee who wrote (78506)	11/12/1998 9:51:00 AM
From: Mohan Marette	Read Replies (2) \| Respond to of 176387

On sequential growth,desktops and incongruous pronouncements. Lee: I think this Kumar guy's argument is totally meaningless since he is working with flawed assumptions and reports to start with.And another thing that seems rather odd is his insistence on only pointing out the desktop segment of the business and his obsession with sequential growth of this segment while he very well knows what went out to the distributor and what actually went to the customers are totally different stories and that IDC report did not include the month of OCT,the strongest month of the three,yet there is no mention of any of these. He speaks as though he is the purveyor the absolute truth when he knows he is not and his data is totally skewed.On top of that he had the audacity (or balls as we call it in the hood-[vbg]) to still rate the company as a "strong buy", how not so credible can one get!!!!!