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

To: Frank Ellis Morris who wrote (127011)	5/19/1999 5:05:00 PM
From: Augustus Gloop	Respond to of 176387

Yeah a nice press release that dell will lose $1.00 per share next quarter would be great! Of course I'd be paying another margin call..hee hee...but I'd mortgage the house again and take a blockbuster position. I think all things considered dell did ok today.

To: Frank Ellis Morris who wrote (127011)	5/19/1999 5:13:00 PM
From: David Harker	Read Replies (3) \| Respond to of 176387

>Michael now has lost a lot of confidence in the investment world. I disagree. He told analysts to NOT raise estimates, they did not, and he met them. His warning to NOT raise estimates was accurate, and necessary, and increases the level of confidence in him - since he has proven that he guides them in an open, honest fashion. You need to focus on the real mission of M. Dell, which is to grow the company. If that is done, the stock will go up. Playing the games on wall street is not even of secondary importance, to me - it is less then secondary. They're a bunch of schmucks trying to tell M. Dell how HIS company should perform in order to make them happy - as if THEY know more than him about how a PC company should be run. If they are so unhappy w/ 40+ % growth, let them start their own firm ("Niles Computer") and do it better.

To: Frank Ellis Morris who wrote (127011)	5/19/1999 5:44:00 PM
From: Sig	Read Replies (2) \| Respond to of 176387

Frank Re Dell: How does this sound?? Volatility in a stock is more important to a broker/dealer than sex, and they are not getting any from Michael. They occasionally need some Baaaad news to churn a stock and earn commissions and what do they get?. Earnings that are right on estimate or 1 cent above for more then 8 quarters in a row and a boring growth rate of 40 to 50%. And numbers such as 10mm/day, or 14mm/day or 18mm/day all look alike to them. If they could multiply and took the time to do it, it would be $6.57 BIL/year and be somewhat more impressive. Those $100 and up web stocks flashing by in everyones's face on Quote com ,up or down $10 per day, makes Dells 40%+ growth/ year look like a turtles pace until someone does a bit of comparison to other equity returns. So I agree Dells stock price could be more spectacular if we had some news items similar to those provided by C (choke), ahhh that other one, Dogpac or whatever. Sig