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Technology Stocks : Dell Technologies Inc.
DELL 138.98+4.0%Dec 4 3:59 PM EST

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To: James L. Fleckenstein who wrote (43026)5/18/1998 8:29:00 PM
From: Ian Davidson  Read Replies (1) of 176387
 
Hi James,

Your brother was actually pretty tame on Squawk Box today from what I saw. He went a little ballistic when David Faber told him some brokerage outfit had upgraded MU and declared that margins had bottomed, but other than that nothing too major. He just complained about the usual things....too much capacity, high p.e.'s etc.

Ian
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