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

To: Gabriel008 who wrote (98268)	2/12/1999 5:37:00 PM
From: JRI	Read Replies (1) \| Respond to of 176387

I totally agree Gabriel, and have been posting to all..the lack of recognition of storage's contribution is the real mystery here...from Salomon Smith Barney..such mistakes are to be expected...but Niles? He's one of the more accurate ones.....He is sticking with .30! 5.2 B revs...Wow... Geez, the guy from Southwest Securities (Cody?) just said he expected ASP for Dell to go from 2500 to 2300.....Huh? Are these guys just throwing out numbers or what....I find it impossible to believe that there would be no pub of such a trend (if it occured) during the quarter...Remember 1/2nd quarter...independent articles every other week about falling ASP's... If we are talking about falling ASP's in the second half of January (only)...that would have a limited effect on earnings...and, certainly could not, alone, push 4Q ASP's from 2500 to 2300... Something is smelly here....

To: Gabriel008 who wrote (98268)	2/12/1999 5:39:00 PM
From: Mohan Marette	Respond to of 176387

Gabriel,Thanks,I drink to that.<eom>

To: Gabriel008 who wrote (98268)	2/12/1999 5:41:00 PM
From: kendall harmon	Read Replies (4) \| Respond to of 176387

Did anyone find CNBC's coverage today more than a little unbalanced? Give me a break. Two analysts make calls on DELL and so this is reported. So far, so good. But my problem is after this all day long these negative viewpoints are paraded in front of viewers with no alternate perspectives. Merrill reiterated their accumulate rating today with positive comments, cs first boston had positive things to say, ing barings did, and so on. BUT DID ANY OF THESE POSITIVE COMMENTS GET COMMENTED ON BY CNBC? No. In fact, David Faber spoke to Dell's competitors and Bob Pisani (who is amazingly negative in general tone) made repeated negative reference to the DELL story. So CNBC gets the unduly negative, self-fulfilling prophecy award for today. Do not tell me novice investors were not influenced by this. Balance, please? Could CNBC at least try?