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Technology Stocks : Dell Technologies Inc.

DELL 142.68

-2.7%

Nov 10 3:59 PM EST

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To: Meathead who wrote (151403)	1/15/2000 1:02:00 AM
From: G.M. Flinn	Read Replies (3) of 176387

Something is really strange w/ Niles & ML when they go out of their way 3 times in a week or so to try to trash a stock, while admitting the stock is the best in its class at the same time. I cannot ever remember seeing this type of negative hype on any stock by any legitimate firm at any time. It is almost as if Niles is the kid who can't keep a secret, keeps telling people his little secret, yet noone will listen. It is probably safe to assume that DELL experienced some constraint on chips a la GTW. But I believe that DELL felt much of that in October, which the competition had yet to report due to their September quarters. When INTC is doing well, DELL is doing well. Period. End of story. This is almost a law of physics at this point! Glenn

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