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Technology Stocks : Dell Technologies Inc.
DELL 125.97-1.0%Nov 25 3:59 PM EST

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To: Henry Niman who wrote (103622)2/22/1999 8:24:00 AM
From: Dorine Essey   of 176387
 
Robert Bloom
From: Henry Niman
Date: 2/22/99
Time: 5:02:04 AM
Remote Name: 12.79.45.132

Comments
Robert Bloom from Friend, Ivory, and Sime was on. He liked WMT - Target is $100. Saw 13-15% growth from superstores, primarily international. Also liked MCD which broke out. Was concern about them getting act together and Bloom recommended last year when at $45-$50. It now "can go to $100.

DELL was also recommended. Thought pullback was overdone. Net rose 50% and Revenue 38%, but a 5% miss on sales caused a 30% drop. Said didn't get many opportunities like this and saw new highs ($108) in a year or less.

Great News,

Dorine
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