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Technology Stocks : Dell Technologies Inc.

DELL 135.98

+3.0%

Dec 2 3:59 PM EST

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To: Frank Ellis Morris who wrote (139037)	8/12/1999 6:52:00 PM
From: stockman_scott	Read Replies (1) of 176387

<<This is not the time for Dell to disappoint shareholders.>> That is true....yet, IMO if there were any signs that that would happen, then our good 'friend' Mr. Niles at BBRS would be much more bearish about DELL's prospects. He currently feels there is a GOOD CHANCE that DELL will BEAT EXPECTATIONS and has raised his price target. He has not done this in many, many quarters. My hunch is that Niles has a little better track record than some new ANALyst at ML <G>. I'm LONG on DELL for the LONG RUN. Best Regards, Scott

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