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

To: larry who wrote (82054)	11/24/1998 7:52:00 AM
From: arthur pritchard	Read Replies (1) \| Respond to of 176387

Larry: Just out of curiosity, does it bother you,when you see: "Goldmann Sachs upgraded DELL to 'recommended list' after the market close today" that they are on the board of directors, having inside information, and that they make money when the stock drops, because they're buying stock for the executive option benefit program? In fact, as a sometimes trader, I highly suspect that given the slightest excuse (in terms of real world events), that they lead the pack straight down? And at the bottom, we never know how much stock they are buying for their own account, and then marking that up as they sell it to the company? Does it bother you at all, to the extent that you are a trader, to be competing against them when you trade? Since Dell is one of the most heavily shorted, and "optioned" stocks, and since all market makers like them have completely automated options hedging programs, do you think they should have this company inside information? As a "house" on Wall Street, most of their income comes from trading, as compared to other firms like them, which even increases the conflict of interest. Doesn't this all have a smell to it? Aren't their services as available, without them being on the board! Do you have any suggestions?

To: larry who wrote (82054)	11/24/1998 9:05:00 AM
From: JRI	Read Replies (2) \| Respond to of 176387

Larry- You wrote: <Raised FY '99 from 1.05 to 1.09> I dont quite understand Goldman Sachs raising Dell's fiscal '99 to 1.09... (Q1) .22 + (Q2) .25 + (Q3) .28 = .75 So, this would mean GS is predicting Dell will produce a .34 quarter? This doesn't make sense to me..More than 22% sequential growth...That would represent an unbelievable quarter....I don't recall analyst estimates ever being that high....and I am surprised if the company would guide GS in that direction... This is setting the bar too high, IMO... I think someone (and I'm not saying you, Larry) didn't check their math....