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Technology Stocks : Dell Technologies Inc.

DELL 129.98

-6.2%

Dec 12 9:30 AM EST

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To: L H RENTLER who wrote (143386)	9/30/1999 4:43:00 PM
From: D.J.Smyth	of 176387

Rent, it was probably HewlettPackard and another event that was aired. Hewlett Packard announced they'd hold an analyst conference call tomorrow morning to discuss their quarter and Taiwan. So, those marketmakers supporting the price became immediate sellers. Also a sellside analyst began spewing his Taiwan shortage venom from Goldman to a group of idiots just silly enough to pay and listen. Dell holds it's own full analyst conference next week Oct 6 and 7. if we follow Dell's comments over the past two weeks it is probable to remain upbeat. Even so, Dell has been chewing on HP's lunch and several in the market still haven't given Dell a premium for doing good.

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