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

To: Rusty Johnson who wrote (98794)	2/13/1999 3:32:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Rusty, the article is incorrect. So far as I have heard, neither Dell nor its spokesmen "... told analysts its fourth-quarter revenue may be less than expected because of heavy competition." Dell is currently in a quiet period. So far as I know, the comments come from Dan Niles at BBRC. CTC

To: Rusty Johnson who wrote (98794)	2/13/1999 3:33:00 PM
From: Zeeko	Respond to of 176387

Hey Rusty, Just sent this to the news editor at wired as a reply to there artical. Hey George, Your the editor......whats wrong with this picture???? "12:00 p.m. 12.Feb.99.PST Shares of Dell Computer stock dropped 11 percent on Friday -- and dragged down the rest of the stock market -- after the No. 2 computer maker told analysts its fourth-quarter revenue may be less than expected because of heavy competition" Give up???? Ok I'll tell you. There's never been any indication that the computer maker has told analysts anything. The story is some other idiot analyst said "HE" thinks revenues may be lower. That' a big difference smuck. P.S. Should I cancel my subscription you think?

To: Rusty Johnson who wrote (98794)	2/13/1999 3:35:00 PM
From: Mark Peterson CPA	Read Replies (1) \| Respond to of 176387

This tells me all I need to know: "We've been cautious about Dell since last quarter," said Alex Mou, junior analyst at BancBoston Robertson Stephens. "Their revenue was a little bit short of expectations but they managed it pretty well." The firm predicts fourth-quarter sales will be $5.2 billion, short of its previous forecast of $5.5 billion. I've met analysts at BBRS before. You get to be a "junior" analyst by having a college degree and finishing a three month internship about working the xerox machine, ordering deli sandwiches for the "senior" analysts, discovering what elevator banks get you to the proper floor (and which buttons to press), and learning where to buy your power tie and matching imitation Rolex watch. Oh boy. That kind of experience and disregard for the implications of pontificating non-documented opinions that come out of nowhere is worse than a newly-licensed 16 year old taking the 600SL out "to go just to the library for a study group" on a Friday night. Best regards, Mark A. Peterson