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Technology Stocks : Dell Technologies Inc.

DELL 120.49

+0.7%

Jan 16 3:59 PM EST

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To: Mohan Marette who wrote (99306)	2/14/1999 9:22:00 PM
From: stockman_scott	Read Replies (1) of 176387

Good Detective Work Mohan: I suggest that you email the following to CNBC. Send it to the attention of David Faber and/or Joe Kernan. They love to dig up stories and this is one. Mr. Niles seems to be biased because of his firm's I-banking relationships. CNBC should also look into his accuracy in predicting DELL's performance (how could you have had a market perform rating on DELL in the last few months..Kumar at Piper Jaffrey doesn't even do that). Here is what I would send to CNBC: <<Dissecting Niles and Bank Boston [Who do you think brokered CPQ/DEC deal?] Votarire: Patsy Wilson a lurker on SI and long time Dell shareholder sent this from the Fool thread,quite intriguing,No? It is a rather lengthy post so just skip the portion that seems irrelevant. =============================== From the Fool thread. Stocks D / Dell Computer Corporation (DELL) Post New • Post Reply Prev • Next Subject: Dell and the 'Big Picture' Date: 2/14/99 5:28 AM Author: BruceBrown Number: of 22562 Let's examine Daniel Niles (Bank Boston branch in San Francisco) and his Coverage & Rating for the PC industry and some related stocks - as well as investing in the PC related business in general. I have observed that Bank of Boston in general has not been too keen on the overall market in general since last April. They have positioned their sell side team out in the media's limelight at every opportune chance. Print, television and the Internet. It's fair to assume that the 'team' approach in these big houses work in tandem and the communication channels therein are quite well supported. We also know that BBRS does a lot of M&A work. Does anyone remember who brokered the Compaq - Digital deal? Notice what the only strong buy in the box makers covered by Niles is - gee - Compaq at a strong buy. Of course it is! See below as to why Compaq is the 'King'. I'll go along with his rating on HP, although I sold out of HP a long time ago. He also rates Micron Electronics a buy! Good grief. I threw in Micron Technology's strong buy rating as well. Why? Is Bank Boston sweet on deals with Simplot and company? Worth knowing if one is an investor. I don't know the answer, but if I was going to invest in anything Micron related I would check it all out to see who's in bed with who. I can't argue with his strong buy rating on Intel and lower rating on AMD. That's a clear call for any analyst. However, the only stock from the list below to receive his lowest rating (market perform) is DELL. Interesting. He put this rating on Dell back in May of 98 even though it was the undisputed Prince in direct market execution. It had been lowered before that when concerns of the sub $1000 machine came into play back in 1997 (concerns of price competition having an adverse effect on profit margins - which is a valid concern). What has been the performance of Dell vs. Compaq in terms of shareholder return since 1997? After all, BBRS is just looking out for their clients - right? I guess they all made tons of money buying shares of Compaq and Micron. I'll admit - I bagged a double in Micron Electronics and cashed out as fast as possible. I'll also admit that I have a lot of shares of the king/prince structure of Compaq, Sun, Apple, Dell, Gateway and the gorillas Intel/Microsoft.>>

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