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


To: Labrador who wrote (98661)2/13/1999 10:14:00 AM
From: TCBinAugusta  Respond to of 176387
 
Lab,

Agreed.

Agreed.

Agreed.

Good luck to all Dellsters next week.

TCB



To: Labrador who wrote (98661)2/13/1999 3:26:00 PM
From: jbn3  Read Replies (1) | Respond to of 176387
 
do you really think that DELL will leak news?

You make a strong statement.

May I add in support: DELL has an impressive and impeccable history of corporate-shareholder-employee integrity. This reputation for integrity is an invaluable asset in the corporate and investment world. IMO, few things could possibly do as much damage to DELL in the world-wide competitive market as the loss of its name for integrity. As opposed to the political-judicial circus, 'selective leaks' in the corporate arena would incur exactly that damage, would make the individual AND the corporate body subject to severe penalties, and could very well jeopardize the entire future of the company. Ergo, nobody in management made that kind of statement to a selected few analysts. They all have nothing to gain and could lose everything by such an action.

Consider now the possibility that a lower-ranking employee with access to critical financial data might have leaked negative data. Once again, what would such an employee have to gain that would outweigh the negative consequences of discovery and prosecution? I believe that this scenario has a higher, but still VERY improbable, chance of occurrence.

Thus, if the analyst downgrades were NOT attributable to DELL insider leaks, then they were based on the analysts' own motivations: either a sincere belief/analysis that DELL's competitors are becoming more effective and taking market share, or .... perhaps some less sincere but more self-serving goal.

Personally, I prefer to believe Michael Dell, his management group, and International Data Commission.

DELLish, 3