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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: Sam Bose who wrote (168250)	1/3/2002 4:42:43 PM
From: kemble s. matter	Read Replies (2) of 176387

Sam, Hi!! HAPPY NEW YEAR to you and your dad Sam...Certainly appears is if it will be a better year...The 11 cuts and the stimulus (no matter who is supposedly benefits) will help... RE: The J.P. Morgan upgrade of INTC sure helping the Nasdaq; wonder if Dan Niles' institutional clients are getting a little bit fed up with him! Niles, as recently as yesterday, was bearish on INTC, at 33....he was also bearish at 30....bearish at 25....and bearish at 18. That's why he gets paid a few million a year. Yes, Dan has been very accurate on some accounts and according to some he may have had connections from past friends...But, I have never felt he pushed the long term picture...And, yes, he has been off as much as he has been on...I guess the question you are posing is: "Why would he be bearish at the bottom?" :o) Best, Kemble

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