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


To: Mohan Marette who wrote (81301)11/19/1998 10:33:00 AM
From: PAL  Read Replies (4) | Respond to of 176387
 
Good morning Mohan:

It seems that for the first time the train is leaving without Dell on it. The market has been fed with so many positive news about Dell such that it could become a question: "what else is new?". The whisper number was definitely way wrong, yet it was Dell's fault for not meeting it. Many new developments are happening at Dell with no positive effect to the stock.

I was hoping that Michael would have done what IBM usually does when earnings are announced: WILL BUY BACK SO MANY MILLION OF SHARES BECAUSE THE STOCK IS UNDERVALUED.

We will see next week after option expiration. Although I am optimistic, I am realistic that Dell is currently not at the top list of funds managers.

Regrads

Paul