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

To: Time Traveler who wrote (101283)	2/16/1999 11:03:00 PM
From: Mohan Marette	Read Replies (2) \| Respond to of 176387

TT: May I refrain from making any comments on that for the time being as I have no knowledge of what happened or what might/ could have happened,if I say anything it will be mere speculation based not even on hearsay.

To: Time Traveler who wrote (101283)	2/16/1999 11:04:00 PM
From: TechJustice	Read Replies (1) \| Respond to of 176387

Hmmm...Dell Revenues increased 48% for the year, Cpq went up 27%. I think I will stick with a winner. As for MD, I think you should read his book before you even begin to assess his character. Just a SMALL challenge: Lets see what kind of business you can't start in your dorm room and make $18 BILLION in just over 10 years.

To: Time Traveler who wrote (101283)	2/16/1999 11:40:00 PM
From: PAL	Read Replies (1) \| Respond to of 176387

Dan Niles' prediction came right on the money. Why cannot we accept the likelihood that he calculated himself, and not based on a speculation that somebody leaked the news? As I posted on Sunday, Dan Niles is a pretty smart fellow graduated from Stanford. Everyone knows and can see that Dell's spectacular growth cannot be sustain at the previous rate. Many of us just don't want to believe what we have seen. Dell is a good stock. Expecting Michael Dell to be a magician is just asking for the impossible. Paul

To: Time Traveler who wrote (101283)	2/16/1999 11:41:00 PM
From: SouthFloridaGuy	Read Replies (2) \| Respond to of 176387

This is my first post in two months...to Mohan, LoD...haha, remember me? First, Time Traveler, I highly doubt that Niles or Kumar is talking directly to Michael Dell. Analysts generally have contact with the financial department on matters concerning revenue. Michael Dell is like the captain of the ship, overseeing the whole operation without handling the nitty picky details. Do you actually hear MD reciting the conference call notes? Hell, he barely answers questions from the sell side clowns. I have been waiting for this day of reckoning for at least 1.5 quarters now. Higher component prices (I mentioned that in November), direct selling by others (mentioned that), unsustainable growth rate (I mentioned that in November). We saw it affect the stock last November the day after earnings, but thereafter the market ignored it. This time it's for real...I blew out my most recent DELL position I bought in the 60's the moment Niles made his call. I won't even trade it for a while now. With that said, anybody who has an ounce of brain matter will use the impending sell off as a buying opportunity. If this stock goes into the 60's, it will probably be one of the best buys the market has had to offer in the last few years. So I'll leave it at that. Good luck DELL fanatics...but, I told you so!