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Technology Stocks : Dell Technologies Inc.

DELL 138.27

-1.5%

2:54 PM EST

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To: Venkie who wrote (73826)	10/22/1998 12:46:00 PM
From: Marci L	Read Replies (2) of 176387

To all: I haven't posted since the Alex Brown Conference because of my busy schedule. Overall the Conference was upbeat but Alex Brown remained very cautious of IT spending. The Alex Brown boxmaker analyst has basically said the same thing as the analyst at Piper Jaffrey.I hope there are no more words of caution. As I said before, the BUZZ was that Apple was going to have a blowout Q and they did. The stock looks like it is in a consolidation faze. I just returned home today from the Phoenician hotel in Scottsdale where they had the Infoworld 99' Conference. Attendees included Yahoo, Earthlink, Mindspring, Oracle etc... The buzz going around the conference is that DELL will make their first aquisition ,with a purchase of EXCITE!! People have said that the relationship thus far with Excite has been a dandy for Dell. I'll be away down in Florida next week at the Soundview conference so I will post about my DELL insight next week. Good Luck Marci

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