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To: Frank Ellis Morris who wrote (22760)2/12/1999 9:32:00 AM
From: Sonny McWilliams  Read Replies (1) | Respond to of 27012
 
Good morning Frank. Well, the markets in Europe may have looked good this morning but 2 wise guys at Solomon, Smith Barney and BB Robertson Stephens are pounding the table this morning on a qtr. softness for Dell when they are reporting on Tuesday. Get this. Today is Friday and Dell reports on Tuesday after a long weekend. Both those cos. have made negative noises on the market this week. So they are doing this 1 day before Dell reports, knowing it will upset the markets. Like I said: Analysts. If they did not know this until 1 day before earnings, they should have kept their darn mouths shut and waited for the results.. They still think that Dell will meet the numbers but not higher numbers. They are calling the revenues probably soft. Dell was as low as 93, down from 101, after that call. I think it has recovered to 95. We will see. But if Dell comes in alright, something should be done.

I am off and will not have much chance to look at the markets today.

Sonny