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Technology Stocks : Dell Technologies Inc.

DELL 120.43

+4.4%

2:23 PM EST

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To: jmac who wrote (26555)	12/30/1997 9:02:00 PM
From: Meathead	of 176388

I hate to give advice... so I wont. But I would dump WDC and COMS, keep Intel and one or both of DELL and CPQ. COMS is gonna get killed by Intel... it's already happening, Intel now ships as many NIC's as COMS and they are technically superior. I'll never buy another PC parts maker(cept Intel), only the consumers, Dell and Compaq. Intel's performance is a tad disappointing but not unusual. I see the technology roadmaps every day and am absolutely amazed at what's coming. This is not a company to give up on. Just my two cents. MEATHEAD

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