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


To: Mark Peterson CPA who wrote (98825)2/13/1999 4:16:00 PM
From: stockman_scott  Respond to of 176387
 
Mark: I couldn't agree with you more when you said:

<<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. >>

Here is a firm that has been cautious about DELL and had a market perform rating on the firm while the stock has gone from the 40s to the 90s and beyond. Hmmm.....It seems like CS First Boston and others with a Strong Buy were a little more accurate.

In my mind, you can't TRUST the message if you can't TRUST the messenger!!!

I will choose to TRUST Michael Dell more than any ANALyst any day of the week.

Next Tuesday should be interesting. It may be a good lesson in TRUST for many investors.

Enjoy the Weekend.

-Scott