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Technology Stocks : Dell Technologies Inc.

DELL 115.95

+0.5%

3:59 PM EST

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To: kemble s. matter who wrote (137430)	7/24/1999 11:55:00 AM
From: Sam Bose	Read Replies (2) of 176388

Hi Kemble! I just realized that I hadn't even written to you since my return from the Shareholders Love-fest :o) I guess that's what a bad week on the Nasdaq can do if you're not short the market!!! Anyway, wanted to thank you once again for those great T-shirts, and it sure was a real pleasure to meet you, Patti, Lance, Jessie (hope I'm spelling the names right). Also, came upon this Q&A from the CBOE with Bernie Schaeffer of Schaeffer's Investment Research Inc. and thought I'd post his comments: Dear Sir: I am a Dell shareholder and would like to know the short term outlook until their next earnings announcement? Dell shares have not performed at all this year. I wonder why? Although the fundamentals are strong and the company keeps growing at a rapid pace for its overall size and market share. I have been holding on to Dell share since 8 months now. If I sell now I'll make 10% on my investment. I would like to hear your opinion. Bernie Schaeffer: DELL more than doubled from its October 1998 low near 20 to its peak of 55 in February 1999, so one needs to put its relative underperformance this year in perspective. I'm very bullish on the computer box makers, and I still consider DELL to be the leader in this sector. I believe that Wall Street is significantly underestimating the health of this business which could result in major rallies as earnings get reported in the coming weeks. From a technical standpoint, the Philadelphia Box Maker Index (BMX) has been leading the other technology sectors in relative strength while at the same time option traders have been aggressively accumulating puts on these stocks. This combination of strong technicals with skeptical sentiment is very bullish from a contrarian standpoint. Hold your DELL shares. Best Wishes, Sam

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