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Technology Stocks : Dell Technologies Inc.

DELL 133.18

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To: D.J.Smyth who wrote (158868)	7/26/2000 10:25:25 AM
From: D.J.Smyth	Read Replies (3) of 176387

GV, another thing. Chu visited Dell's Convergenet operation - gave it a "strong buy" thereafter - strong wording in his report about it. Kumar did not. Kumar made his analysis based on his knowledge of EMC and the storage market. Which analysis has more merit in your opinion given your experience with these two analysts?

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