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

To: DellFan who wrote (123074)	5/7/1999 11:34:00 AM
From: JRI	Read Replies (1) \| Respond to of 176387

DellFan- I saw it and have a bit of a different take.. I don't think MD was as good as he could have been...could be hesistancy because of quiet period...but I would have like to see a bit more excitement.. (MD tends to be a very mechanical speaker, of course) Maybe it was the camera angle, but I couldnt catch a "glint in the eye" confidence that I usually see...dont think it's necessarily bad, but I think CEO probably get bored answering the same questions, day in/day out... On the positive side, I liked his answer on Y2K...sounds like the rest of year is becoming more visible...continued to talk about small business/gvt. pick up in 2nd half of year....nuclear winter does seem to be a strong possibility, although a bit of a slowdown could happen...that's not too bad (given previous forecasts by many) One last thought: I believe that (what I perceived as a bit of reticence) is kindof the "new" MD publicly...Since the stock does not have the 200% upside potential...(more in range of 30-50% p.a.), I think MD wants to keep expectations reasonable, and flatten a bit, the big euphoric swings in the stocks...manage it more conservatively... I am only talking nuasances here...I really don't see any major changes in his words, delivery, posture.... Purely SWAG on my part.. Bond data was great...eventually, we'll go back to the 5.25-5.50 range....inflation is not here...bond bears have scared folks long enough here..