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Technology Stocks : Dell Technologies Inc.

DELL 126.03

-0.9%

2:26 PM EST

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To: Smart Investor who wrote (79932)	11/13/1998 10:10:00 PM
From: Roger Smith	Read Replies (2) of 176387

Hi SI, What Kumar is doing is covering a different segment of the market. He is not covering internet segment. You could say that he should downgrade ENMD because it went through roof once. Like you I am also short YHOO, but do not blame Kumar for his analysis. What does Dell have other than a great distribution stratagy ? DELL's market cap is 2/3 of Intel's and IBM and Intel has great technology and patents.

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