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Technology Stocks : Dell Technologies Inc.

DELL 125.87

+2.7%

9:32 AM EST

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To: kemble s. matter who wrote (146637)	11/5/1999 10:16:00 PM
From: LWolf	Read Replies (1) of 176387

Hey Kemble!! I know there's a lot of cynicism right now in DELL AND the other big caps.. but my impression is that right now it's scripted at least until the small-mid caps play a little bit of catch-up. After the market broadens... the bigger techs come back in.. and are 'appreciated' again by the general populace. (but the market doesn't really go up until the larger cap stocks are back in play). Nothing has really changed in DELL... the only thing that's changed is market sentiment.... and DELL has to play along... and investor's have to be patient... (or play with a few alternatives for a little while... It's OK.. it's all such a game anyway.) I'm wondering if we might have another surprise at earnings. Sentiment seems to be really down.. so any surprise will rocket the stock. (And Goldman folks may still be there to take advantage!) Cheers! Laura

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