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Technology Stocks : Dell Technologies Inc.

DELL 122.70

+0.2%

3:59 PM EST

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To: Hector who wrote (98464)	2/12/1999 10:02:00 PM
From: stockman_scott	Read Replies (1) of 176387

<<Certain analysts like Niles have reputations to maintain and that means not to be embarrassed by a bad call.>> IMHO, he will have to work hard to salvage his reputation. Today as Niles was becoming bearish on DELL's future we heard highly respected analysts (from firms like CS First Boston and Merrill Lynch) and Fund Managers (from firms like Legg Mason) say that DELL was on track to exceed estimates. Someone will be embarrassed soon enough. I wouldn't want to bet against those Fund managers with millions of shares. I choose to be LONG on DELL for the LONG RUN. -Scott

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