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Technology Stocks : Dell Technologies Inc.
DELL 137.35-0.6%10:53 AM EST
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To: John Koligman who wrote (168449)1/17/2002 7:23:24 PM
From: kaka   of 176387
 
John,

I view MSFT's statement as typical MSFT cautiousness. IBM also says PC business sucks.....yup, it does suck for them.
Dell in the meantime picked up more than 5% points in the US; CPQ had decent numbers yesterday; APPL upgraded for whatever that is worth. Looks like Niles was a day too early running his mouth and upgrading IBM; trading about 114 after-hours.

Tomorrow I might add to position on dips and cost average even further if foolishness drives it even lower.

Cheers,
kaka
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