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Technology Stocks : Dell Technologies Inc.
DELL 133.20+5.7%Nov 26 3:59 PM EST

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To: D.J.Smyth who wrote (156788)5/5/2000 1:51:00 PM
From: D.J.Smyth  Read Replies (1) of 176387
 
would also add that if you're shorting (not you personally) Dell's stock based on an overinterpretation of IDC and Dataquest numbers (relative to IBM's position), then you're shorting for the wrong reason

corporate PC sales remain healthy in the US and Asia when factoring in enterprise sales

i would imagine this is one reason why Dan Niles is keeping Dell at his buy level
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