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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. Swiss who wrote (161135)9/27/2000 6:00:13 PM
From: Sam Bose  Read Replies (2) of 176387
 
Drew,

Andy Neff of Bear Stearns was just on CNBC and pretty much alluded to as much, that DELL's price reductions were component cost related. Unfortunately the only two hardware stocks he recommended were Apple and Gateway, with a special mention of Compaq as a turnaround situation that is beginning to jell (sp?). To add insult to injury, he also stated that Compaq could not be called just a PC company anymore.....isn't this what DELL is trying to achieve with Wall Street analysts???

Best,

Sam
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