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

To: Boplicity who wrote (127832)	5/22/1999 12:00:00 PM
From: arthur pritchard	Respond to of 176387

Greg, I agree that it is probably a separate company with Intel directing them to concentrate on the home market. I did as much surfin' last night that I knew how and came to that same conclusion based on the fact that what I read they were hittin the street to find Partners to help manufacture the box and unbelievably to me they want to deliver Xmas '99. The press releases, etc. were dated Feb '99. GW TAX PLANNER ( Friend of Art )

To: Boplicity who wrote (127832)	5/22/1999 12:11:00 PM
From: Ian@SI	Read Replies (4) \| Respond to of 176387

How about a conspiracy theory to explain the analyst's behaviour toward Dell lately. 1. Forbes article appears on Dell taking $3.1B due to its options trading. 2. The Street views this as money taken out of their (i.e. the institution's) pockets. And they're mad as hell. And they want it back. 3. So they take action to attempt to reduce the value of the Puts/Calls Dell has Sold/Bought. Don't know whether this does anything for anyone else on the thread, but it does help me understand a motive for Kumar et al to recognize that Dell will continue to grow faster than their best Strong Buy ratings, produce an ROIC to die for, etc, yet still make negative statements about the company's short term prospects. Just some random thoughts to start the weekend. Ian.