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


To: SecularBull who wrote (99860)2/15/1999 10:38:00 PM
From: Jorge  Read Replies (1) | Respond to of 176387
 
LongOnDELL...Do you think if DELL's growth numbers, either as they compare to their own growth, or in a relational way to the other boxmakers, was slowing and that their lead in execution and growth was diminishing they would pre-warn somewhere along the line?.

Also, if they were inclined to pre-warn they wouldn't do it the second-hand approach through an analyst I wouldn't think...It seems to me they would do it directly through a DELL spokesman.

One last thought/question in this vein is could it be possible that management at DELL was caught unaware of a growth hiccup until recently and because of a "Quiet period" could not directly say anything?

Regards, George



To: SecularBull who wrote (99860)2/16/1999 5:37:00 PM
From: HoyaBob  Read Replies (1) | Respond to of 176387
 
DELL CALLS: Curious, why not get earlier expiration dates? Are premiums for August that much better? What do you think of the split and crazy plunge now? Ready to add to position?