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Technology Stocks : Dell Technologies Inc.

DELL 138.80

-2.7%

Nov 11 3:59 PM EST

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To: Meathead who wrote (151403)	1/15/2000 12:36:00 AM
From: jim kelley	Read Replies (2) of 176387

Meathead, Good to hear from you! I listened to Niles at VCALL.com today and he called DELL's quarter "horrific" but he as usual failed to mention why. He said DELL looked very interesting at 38. During the same call he said that DELL was eating everyone's lunch including CPQ' --- a somewhat contradictory position IMO. "We recommend the losers because they are cheap. We shun the winners because they are expensive." He was also bragging about his Jan 10 call on INTC and putting down another large Wall Street firm for recommending shorting INTC. The INTC call was made after the quarter was over.<G> But he has a buy on CPQ because its way off its high even though he says no one has a clue as to what their quarter will look like. <G> He also has a buy on GTW because Q4 was one of a kind... "its hard to ship PC's without processors." Regards, J. Kelley

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