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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: Mike Van Winkle who wrote (159576)	8/12/2000 12:18:22 PM
From: TTOSBT	Read Replies (1) of 176388

Re: "It would be nice for MSD to give the stock holders a selling breather until Europe proves the fix." If MSD were selling because business was bad, i.e. his was the worst instead of the best pc seller in the business, I would worry. But there is too much focus on MSD's personal stock activity IMO. They have increased investment gains while staying in front of their competitor's sales. They are waiting MSFT's w2k September 28 data center release for high end servers which on Friday was beta released to big businesses...maybe why the government sales were slow?...there is also w2k application server sw release shortly after. Much on the horizon to sell them short right now. Also I am personally waiting the September 14th WindowsME before upgrading my old P166 machine. Don't forget INTEL's been playing games with RMBS chips as well as MU. Dell is doing great considering. Dell always has and still is a great WINTEL play. I still believe this will be their greatest year ever for that reason. IMO MSFT/INTEL are taking a little longer than usual on this latest product as it is HUGE! TTOSBT

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