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Technology Stocks : Dell Technologies Inc.

DELL 124.27

+0.2%

2:40 PM EST

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To: kaka who wrote (173983)	3/8/2004 2:13:03 PM
From: John Koligman	of 176387

I guess Microsoft must be viewed as a 'bank' these days, the stock barely participated in the Nasdaq's huge run last year, and is barely above the Oct NASDAQ lows of around 1100. Intel is getting the *rap kicked out of it and has just broken the 28 level. The news that AMD is finally at least cracking the server market isn't good, and I keep reading these news bits about some 'seasonal softness' that has inexplicably appeared <ggg>. If I could get some Intel for a trade around 25 I think that would work out, but we shall see. Regards, John PS - Frankly, in the desktop arena I can't see why someone needs to pay extra for 'Intel inside', especially since most performance reviews show AMD chips ahead for less money. I would pay more for Centrino though, simply because of the superior battery life.

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