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Technology Stocks : Dell Technologies Inc.

DELL 122.46

-8.5%

Nov 17 3:59 PM EST

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To: Ed Forrest who wrote (152460)	1/27/2000 6:27:00 PM
From: Sam Bose	Read Replies (2) of 176387

Ed, Picked up quite a bit of QCOM today at 120; its sitting right on its 50 dma and has tested it like 25 times from yesterday! Agree its a really great story, and the royalty income is the same business model as Microsoft (and we all know how that model has worked for Mister Softee!). Also bought more DELL at 37.75 and 39 today. I think Meredith is finally on the right track of ratcheting DOWN expectations from Wall Street that can now be beaten. Its 'bout time DELL management showed less arrogance and learnt to play the Wall Street game again. HP did it exactly right last night with their quick press release essentially saying this was a DELL-specific problem, and who doesn't remember Greg Maffei constantly downplaying Microsoft's future earnings potential. <G> Best Wishes, Sam

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