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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: Jerry Miller who wrote (76592)	11/4/1998 7:34:00 PM
From: Mohan Marette	Read Replies (3) of 176387

Didn't Jim-the Nut Man-Cramer say he 'ain't long Dell' this morning or CNBC? Hi Jerry: Thanks for that post from the 'hyper dude'. "You know why I like this Nasdaq rally? Because it is NOT about Cisco (Nasdaq:CSCO - news) and Microsoft (Nasdaq:MSFT - news) and Dell (Nasdaq:DELL - news) . Don't get me wrong. I am long all three. As long as these companies continue to execute, I will be long them.' Oooops I forgot,today is the 4th and the above ramblings were from the 3rd,he must have gotten out. 'Talk up the Net stocks'!! I thought these guys didn't do that sort of thing.<g> 'How 'bout those Net stocks? Someone emailed me and asked me to talk up the new Big Three: Amazon (Nasdaq:AMZN - news) , Yahoo! (Nasdaq:YHOO - news) and AOL (NYSE:AOL - news) . But stock action speaks for itself...' 'making money every day'??? Well I for one do not want 'my' stocks making me money every day,not that I mind but something tells me that is quite an unreasonable demand to make from any stock.Hummm now I know his investment philosophy. 'But mostly, it was relative. When the Dells and the Ciscos stopped making you money everyday, it let the spotlight fall on the bit players. It remains there as long as the performance continues.' Looks like the 'nut-man' is in to Russell 2000 these days.Wonder whether the guy will try to 'talk up' some of those in his 'rag'. Sorry for the ramblings but these guys tick me off some times.<vbg>

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