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Technology Stocks : Dell Technologies Inc.

DELL 122.84

-8.2%

1:12 PM EST

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To: Bandit19 who wrote (133311)	6/17/1999 9:00:00 PM
From: kemble s. matter	Read Replies (2) of 176387

Steven, Hi!!! RE: Merrill Lynch analyst Steve Milunovich was unimpressed, reducing his rating to accumulate from buy and slashing his 1999 earnings estimate to a dime from $1.03 a share. "There continues to be a lack of leadership and we believe Dell (DELL:Nasdaq) is taking share from Compaq," said Milunovich, whose firm has done no Compaq underwriting. No criticism here to Milunovich...but, didn't Michael tell us this last year? And, he warned us with "WE WILL TAKE PAIN TO CAUSE MUCH PAIN" at the end of the fourth quarter...seems to me like he is keeping his word... :o) Best, Kemble

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