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

To: Diamond Jim who wrote (101765)	2/17/1999 11:18:00 AM
From: im a survivor	Respond to of 176387

Personally, I liked his expression when he talked briefly about the domain names they have reserved. MD has alot up his sleeve. I expect expansion into many other area's of e-commerce. Glad I bought more at $78 !!!!!

To: Diamond Jim who wrote (101765)	2/17/1999 11:18:00 AM
From: Ashley Campbell	Respond to of 176387

I wouldn't say it was a dodge as much as trying to get poeple to focus on all the very many positives (large growth, faster than the rest of the industry, in ALL areas, etc. etc. etc.)

To: Diamond Jim who wrote (101765)	2/17/1999 11:19:00 AM
From: Trooper	Respond to of 176387

People selling now, will be kicking themselves later. A knee jerk reaction plain and simple. Don't get me wrong, I am extremely happy to see this stock at these levels. I managed to pick up some more for it's inevitable rise back to and past it's all time highs!

To: Diamond Jim who wrote (101765)	2/17/1999 11:20:00 AM
From: KM	Respond to of 176387

And the market is currently reacting by dumping the stock.

To: Diamond Jim who wrote (101765)	2/17/1999 11:21:00 AM
From: J Krnjeu	Respond to of 176387

Mr. james d brady, <<< He did seem to dodge questions about revenue and repeated his statement "we had growth of 3.6 times faster than the market." >>> No he didn't, he said in hindsight they should've gone for revenue growth and instead margin. Thank You JK

To: Diamond Jim who wrote (101765)	2/17/1999 11:28:00 AM
From: Goldbug Guru	Read Replies (2) \| Respond to of 176387

What a lame speech, it seems like micheal dell is running out of ammo. The guy is taking his time to addresse the sub 1000 market, that's not good idea. If i recall back in early 1998 he did say that we're going to have a strong 3rd & 4th Qtrs growth in pc sales. We already know how great that is, now he's hinting the same upbeat outlook again for 1999.

To: Diamond Jim who wrote (101765)	2/17/1999 11:35:00 AM
From: Mohan Marette	Read Replies (2) \| Respond to of 176387

Jim: I don't think MD dodged the question,he did say they could have added another half a point to their growth rate if they wanted to from the Q4 rate of 3.5x the market but 'blinked' was the term used by Tom Meridith. He was trying to drive the important points home instead of joining the spin-meisters about couple of hundred million dollars they could have had but didn't,a good CEO will emphasize the positive instead of dwelling on the perceived minor glitch in execution,it wasn't even an issue of lack of demand but rather a pricing issue. The point is,being the most efficient manufacturer of PCs they have the cost advantage to compete with anyone in the industry but they did not use this advantage to the fullest extent during the last 3 weeks of the quarter.The spin-meisters have been beating this thing to death for the last few days and I don't see the point in Michael Dell joining them and repeat what has already been discussed at the conference call yesterday. The business model is in tact and that is the main point and no the bottom hasn't fallen off yet. Just some ramblings.