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

To: JRI who wrote (112366)	3/25/1999 5:05:00 PM
From: stockman_scott	Respond to of 176387

<<At the least, I hope we hear the end of the daily stories about 1Q PC demand...since I have been following the PC market, I can't recall EVER seeing such hype, fear, analysts chest-thumping, CNBC reports on the industry...it has been unreal...>> john: My hunch is that Michael Dell would like to put an end to what you have described. IMHO, he may do this in the next 6-8 weeks -- in a clear and convincing way. Just my thoughts. Best Regards, Scott

To: JRI who wrote (112366)	3/25/1999 8:08:00 PM
From: Curbstone	Respond to of 176387

At the least, I hope we hear the end of the daily stories about 1Q PC demand...since I have been following the PC market, I can't recall EVER seeing such hype, fear, analysts chest-thumping, CNBC reports on the industry...it has been unreal... You've heard of copycat killers? These are copycat analysts. They want to be treated just like Dan Niles was treated last Q. For many it is increasingly a matter of survival. More and more analysts are stupidly striking out in the dark, hoping for that one lucky call that they think will be their ticket to the media spotlight, celebrity status, and (supposed) BIG bucks. It seems to me that in their rush to stand out from their peers, analysts are becoming more like whores. If you promise them enough money, jewelry or heroin they will do or say just about anything. Slacker analysts have a right to be fearful, they are getting dragged, kicking and screaming, into the Internet information revolution. A place where the kind of service they provide is becoming increasingly irrelevant; a place that has reduced our attention spans and tolerance for the mundane down to milliseconds; a place where bogus information, like the kind they've been dishing out to us for decades, is simply one click away from being permanently classified as utterly useless trash. Curbstone