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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Mr. Big who wrote (11223)	2/1/1999 4:42:00 PM
From: backman	Respond to of 90042

from herb greenberg on thestreet "Dinging Dell: Last week JJC made some offhand comment about how much money guys are making betting against Piper Jaffray's Ashok Kumar, who has been sounding an alarm about weakening sales growth for PC makers. This morning he's out with another warning on Dell's (DELL:Nasdaq) slowing top-line growth. The company doesn't report earnings until Feb. 16. While most of Wall Street is likely to focus on year-over-year growth, Kumar will be shining the spotlight on sequential growth, the appropriate measure of a growth company. He estimates Dell's sequential growth for the quarter ended Jan. 31 was a sluggish 11%, which would trail competitors' growth rates. What's more, according to his comparisons, Dell's market share is dropping. As for Wall Street making money by betting against him, you can hear Kumar's shrug over the phone when he says, "These aren't numbers I'm making up." Put another way, Wall Street doesn't want to let the facts get in the way of a good stock. Mr. Kumar is the prescient analyst who pointed out CPQ's weakness some time ago, and it tanked shortly thereafter FWIW david Long DELL