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

To: JRI who wrote (89756)	1/19/1999 12:45:00 AM
From: On the QT	Read Replies (1) \| Respond to of 176387

Hi John, We really do not know exactly what is in Mr. Dell's mind. This is like a game of golf. When you are playing the game with an edge, you can play every game and win. After a while you get a handicap because you are very good. You then, in order to beat the other players, need to overcome the handicap, created in part, by the skill you already demonstrated. It is also like a poker game. You know you have an edge. You need to know how the game is played. Part of that edge is knowing when to bluff, when to hold em, when to fold em, and when to raise the stakes. Dealing with what is generally agreed by us let say we can rely on Dell, a superior company with superior management. Understand that, I am fairly confident that what I am saying and really what you and almost everyone else is saying, is pretty well communicated and understood by Dell. The assumption is: Dell knows what we know. On the flip side, we really don't know what is being discussed in the inner circles of those who have been entrusted by Mr. Dell to deal with this , and perhaps a myriad of other considerations that connected with: If we do that, than this may happen and how will that Etc...(serve our interests). Sometimes it is easier to blow out a quarter than it is to manage the numbers for the greater good. Of course, one can argue that the greater good could be better served by going all out to create that quarter or to borrow the sales from a prior or an ensuing quarter and if that is the case, so be it. However, what is crucial is that all important question: What is that we do that serves this greater good? I am confident that : We not know what Mr. Dell knows about his company. Mr. Dell knows what we know about his company. He probably knows more about his competition then most of us do. Perhaps he is, at this time, playing out his game along the lines you have indicated. I have found that when you have an edge if you brag about it, there had better be a good reason for doing so. In my view, to go quietly about building ones business and improve ones game makes sense. I would hope that whatever influence that can be garnered within Dell's organization be directed toward creating a dialogue with the media with regard to this disturbing penchant for solidifying and legitimizing this so called "whisper number". It is a bogus number and should not be given the status that the media tends to give it. Sincere Regards, QT