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

To: Frank Ellis Morris who wrote (90050)	1/19/1999 8:20:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 176387

Yeah I know I listen every qtr but the guidance for the following 2 quarters was too low for me. Did you listen to the call, and if so what was your take? Maffei reports 3Q revenues growth will be in in the teens for example. I mean msft guidance has been conservative before but this is really low. Anyway a great stock and company, but the call put a damper on things I say.

To: Frank Ellis Morris who wrote (90050)	1/19/1999 8:24:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

<MSFT guidance>-----------> Frank: I read Greg Maffei (CFO of MSFT) statements at the conference and the objective of the statements couldn't me any more obvious,talk about putting them analysts schmuks on a leash.If he didn't say what he did the pundits will come out with outrageous estimates that nobody could meet.I think he has done an exemplary job as usual,some people just know how to handle those idiots.

To: Frank Ellis Morris who wrote (90050)	1/19/1999 11:33:00 PM
From: Brian Malloy	Read Replies (1) \| Respond to of 176387

Well Frank, I think DELL is poised to crack $100 in Feb. Three of the four horsemen - MSFT, INTEL, and CSCO (& CSCO hasn't even reported yet) have run straight up the middle leaving a huge whole for Mike Dell to bring up the fourth horse ;-) Regards, Brian