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

To: freeus who wrote (102244)	2/17/1999 8:03:00 PM
From: John Koligman	Read Replies (1) \| Respond to of 176387

Freeus, companies don't 'send' letters to shareholders warning them of revenue shortfalls. Companies will warn if they see earnings coming in below expectations. Only they know what that percentage is. I've heard numbers like 10% thrown out, but it's just a guess. You are making a potentially dangerous mistake putting your trust in Mikey or any other executive for that matter on this stuff.... John

To: freeus who wrote (102244)	2/17/1999 10:24:00 PM
From: David S.	Read Replies (1) \| Respond to of 176387

freeus, Listen to the VCall interview with Niles and decipher why. My understanding is he came to this view weeks ago based on a reading of the numbers. What those numbers were or how he got them is a question. But it didn't sound like he got any leaked numbers. Just a different way of figuring. Also doesn't mean he is any smarter, just his guess met with the "facts". It happens once in a while for all prognosticators and then they think that God is talking directly to them and the next time - guess what - they are dead wrong. He says he didn't buy at 80 like he suggested on Friday. Rather he is waiting around for it to go to 65 or 70 plus or so. More indication, he is just guessing (although with an "educated" slant). The proof will be if he is wise enough to get a lower price in the next few weeks as he seems to suggest or if he misses the boat and Dell rides back up to the 80's and 90's leaving him at the dock. Regards, David S. INTC DELL HD LU KO WCOM IOM AWEB ZD