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

To: arthur pritchard who wrote (82773)	11/29/1998 7:45:00 PM
From: Sig	Read Replies (1) \| Respond to of 176387

I trust Michael to deliver a superior, modern, maintainable product built by the most efficient methods and at lower overall costs than the competition. Doing that has and will result in excellent growth and earnings and price appreciation. Since the market goes ape at times, (like now or the last two Octobers) I would not expect him or the company to try to maintain any specific stock price. That would smack of manipulation, with confusing distortions and if the Rocket scientists at LTCM can't tell what the market will do, how is Dell to predict market actions or the unexpected response to an excellent earnings report we just had???? Sig

To: arthur pritchard who wrote (82773)	11/29/1998 8:39:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

arthur - Thanks for the compliment, I try to enlighten where I can. re: I wonder what the commercial value of your posts are on the open market The fee for the commercial version of my professional involvement is at the high end of the spectrum for such things. My specialty is in 2 areas - analysis of technical strategy and peer review of the strategies proposed by others. A typical engagement would be 3 to 5 days, including preparation, based on a specific request by a client. I like the opportunity to interact with a broad spectrum of the technical community, and the people I deal with are sharp enough to keep me on my toes. Because my clients are often competitors (for example I have done technical analysis for both Sun and MSFT in the last year), I have learned to separate out the general industry information from those things which even in concept are the property of the individual clients, and to express my opinions in a way which takes my industry knowledge into consideration without disclosing specific information inappropriately. This is of course a requirement in the work I do, and each client hopes that a well-played game of 20 questions will allow them to triangulate on information I would not otherwise disclose. My job in those circumstances is to lead the client to generally available references from which he can, with sufficient diligence, extract the answer to his question, without betraying the trust of other clients. It is an entertaining and rewarding job and one which I find endlessly fascinating.