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

To: E. Davies who wrote (80103)	11/13/1998 8:23:00 PM
From: larry	Read Replies (1) \| Respond to of 176387

Eric, Don't argue with me. I like this report but thought that it was the street, not you or me, determines the price of a stock. I believed that the street would be very disappointed with the results (which I believe is very solid) and will punish the issue since it ran too far. If DELL stayed at 60 waiting for the report, we are heading toward 69 1/4 within two weeks. You know the game on the street. BTW, I do have a concern about DELL. Does any one believe that the sharp price drop in the last few weeks is another indication that DELL will not be able to report great number again for next quarter? And don't complain about beating one or two cents, man... That's what happens when you split stocks in a row. It would have been a 4 cent surprise if DELL did not split this year. But the point is that they did split, and the street is still looking at DELL through the glass and, I will say, investors also run the expectations to sky high. L!