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Technology Stocks : Dell Technologies Inc.

DELL 129.25

+0.6%

3:59 PM EST

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To: John Koligman who wrote (175262)	10/28/2005 9:38:03 AM
From: kaka	Read Replies (1) of 176387

Hi John, Possibly a new way of thinking. MSFT beats, gives not so great outlook which can be beat, gets an upgrade. I'm not so confident in Dell's earnings/outlook. There has been no defense of the stock by management; best they could muster up was saying Intel's dual-core chips will take over the performance lead from Advanced Micro Devices in 2006 ---------------------------------------------------- CSFB Upgrades Microsoft To Outperform From Neutral >MSFT Friday, October 28, 2005 8:23:25 AM ET Dow Jones Newswires NEW YORK (Dow Jones)--Credit Suisse First Boston upgraded Microsoft Corp. (MSFT.NAS) to outperform from neutral. "We believe the risk/reward tradeoff is at its most attractive level in years. In our view, Microsoft shares are very compelling given solid first-quarter results, seemingly conservative and beatable guidance, a rejuvenated share buyback program, and negative market sentiment," the brokerage said.

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