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Technology Stocks : Dell Technologies Inc.
DELL 133.78-0.1%Nov 14 9:30 AM EST

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To: kemble s. matter who wrote (149462)12/17/1999 9:42:00 PM
From: Ex-INTCfan  Read Replies (2) of 176387
 
Kemble,

Long time -- no talk with you. Hope all is well.

Kemble and thread -- I, like many, have done quite well this year (although not as well as last year when Dell was running so strong). The Naz has risen at an unbelievable pace, yet two of my holdings, Dell and MSFT, have underperformed. Thankfully, MSFT has done a bit better of late, and it looks like Dell is beginning to show strength.

I feel the Naz is an accident waiting to happen. When that accident happens, do you feel that Dell and MSFT will drop as far and as fast as the rest of the Naz? I have no problem letting loose Sun and others if we see a bit more positive movement, but I feel Dell and MSFT are undervalued. Any thoughts on this?

INTCfan
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