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Technology Stocks : Dell Technologies Inc.

DELL 152.40

-1.5%

Nov 5 3:59 PM EST

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To: Sam Bose who wrote (155022)	3/14/2000 4:05:00 AM
From: exhon2004	of 176387

Sam: re >>Dan Niles makes the WALL STREET JOURNAL<< I've been on the receiving end of some of Niles calls in the past. With Dell and Intc my two largest holdings I can at least say I agreed with the man once. Interesting comments in the article about pent up demand for more powerful PC's brought on by w2k. I've been saying that the market is looking to reward someone for the volume that w2k will generate but it doesn't appear to be msft. So Dell and Intc and a few other companies that benefit from an upgrade round are getting all the attention. Poor msft, because of the cloud hanging over it's head they're wallflowers at their own party. Regards, Greg

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