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

To: Buster O. Hype who wrote (98487)	2/12/1999 10:19:00 PM
From: kendall harmon	Respond to of 176387

Dave Kansas weighs in on DELL in thestreet.com tonight: "Two things could be happening right now. One, Dell is in a real heap of trouble, losing ground to rivals like Compaq (CPQ:NYSE) and IBM (IBM:NYSE). This kind of competitive warfare is not good for anyone's profit growth. And if Dell is suffering in an increasingly competitive environment, it is going to spell trouble throughout the important computer sector. But I would ask you to consider an alternative. Michael Dell, like many technology company executives, has a shrewd understanding of Wall Street's expectations game. Perhaps he, or his allies, are sowing doom throughout Wall Street in an effort to "surprise" investors with what otherwise would be a mundane or potentially ugly earnings report." I recommend a susbciption to TSC in which you can find Mr. Kansas' whole column and other commentary.