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Technology Stocks : Dell Technologies Inc.

DELL 115.33

-5.5%

Feb 5 3:59 PM EST

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To: OLDTRADER who wrote (159573)	8/12/2000 12:05:00 PM
From: Mike Van Winkle	Read Replies (2) of 176388

OLDTRADER re: DELL is a screaming buy here but the management needs to reassess and seriously contemplate their stock behavior. Europe should show in 4Q according to Rollins and for 2Q there was no reason to push dead horse sales, rather it was better to improve profitability which they did. I don't fault the current European team that is in place, in fact I am finally relieved that Europe has a fix (I take Germany as the sign). It would be nice for MSD to give the stock holders a selling breather until Europe proves the fix. Best, Mike

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