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

To: Craig A who wrote (106779)	3/4/1999 7:04:00 AM
From: Jeffrey E. Klein	Respond to of 176387

apparently, he gathers info from his various sources. The consensus from his sources was that Dell was the "short of the century"; also, said that Dell's sale of items via internet was their scrambling to keep margins high when PC prices are falling. IMO, he seems to do no analysis on his own; mouths others opinions; basically a sm**k. Does not give objective reporting.

To: Craig A who wrote (106779)	3/4/1999 8:25:00 AM
From: D. Swiss	Read Replies (1) \| Respond to of 176387

The guy is a moron. He has been a Dell bear forever. Look what it has got him. He probably lost a lot of money while us Dellionaires have made 50 baggers and better. :o) Drew

To: Craig A who wrote (106779)	3/4/1999 11:01:00 AM
From: KM	Read Replies (1) \| Respond to of 176387

FWIW (from Greenberg's column): Next (surprise, surprise -- and actually, I was surprised by how many people mentioned it): Dell (DELL:Nasdaq), which doesn't report until the end of April. If you believe the skeptics, last quarter's revenue slowdown was just the warm-up act. "It has the highest probability of a seismic event," says longtime PC bear Bill Fleckenstein of Fleckenstein Capital. He and several others, while admiring the company's growth, say the "Dell heads" (die-hard Dell investors) are in denial about the slowdown in the company's growth. Fleck's reasoning is largely tied to the double whammy of falling PC prices and the sharp slowdown by corporations in Y2K spending. "The quarter before was squishy," he says. "The next one they blow. It's coming." (Dell has a policy of not commenting on its stock or market speculation.) Dell's stock rose nearly 4% on Wednesday.