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To: Jill who wrote (99126)2/14/1999 11:37:00 AM
From: t36  Read Replies (2) | Respond to of 176387
 
hi jill, where was it printed that niles changed his mind..ive been trying to keep up with all that was printed on this..i missed that please review what he said..thx..fellow shareholder..and true believer in MD and dell...md would definetly prewarned if there was a problem..he's one brilliant guy!!!



To: Jill who wrote (99126)2/14/1999 12:23:00 PM
From: Jon Stept  Read Replies (2) | Respond to of 176387
 
Hi Jill, re: "how to handle Niles..."

Exactly. Definitely it is the way it is done.

Publicity and spin is what it is all about.

In my opinion, CNBC and CNN won't bite at this until it becomes more visible in another, more recognizable space besides here in SI's forum.

Possibly, this could be wrapped into a larger piece about online investing, perils and pitfalls that one of the major networks might do
or part of a story in a 20/20 investigation type format; "Online Trading: The Digital Goldrush?". I think that you would have to present to them how the piece would be structured, why it will draw attention, (keeps those sponsors happy!) and how our story would conveniently (ahem!) fit in there.

And how would the story spin?...It would have to be compelling... lots of people making... and losing money? Or, tearful testimony of how some analyst's comment caused somebody to lose money... probably won't fly... too whiny... besides, it was their decision. How about a story of how the analysts are getting out of the business and going somewhere else because of online trading... like Kurlak... and how they are being held increasing accountable to a wired trading public for their supposed unbiased market predictions....the Niles vs Dellheads would fit nicely in there. Ahhh yes! The more subversive, the better...

What do you think?

Jon :)



To: Jill who wrote (99126)2/14/1999 1:30:00 PM
From: TCBinAugusta  Respond to of 176387
 
RE: Analyst Reports

Hi Jill,

It seems to me that since Dell can't comment at this time that the information stated by the analysts was either (1) if true, illegally obtained through an inside leak or (2) a SWAG (Sophistocated Wild Ass GUESS). Either way the market reaction was unfounded.

We have to remember - if they prove to be right, they will have made a big name for themselves; if not, nobody will remember it when they do this to another company in the future.

Good luck to all on Tuesday.

TCB



To: Jill who wrote (99126)2/14/1999 1:46:00 PM
From: tonyt  Respond to of 176387
 
>To all: How to Handle Niles

...and what should we ask the media to do if Niles is (now) correct about softening revenues?