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Technology Stocks : Dell Technologies Inc.

DELL 122.70

+0.2%

Nov 18 3:59 PM EST

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To: Mohan Marette who wrote (99497)	2/15/1999 11:38:00 AM
From: PAL	Read Replies (1) of 176387

Hi Mohan-san: Don't you think that maybe, just maybe that Dan Niles knew that Dell will beat estimates on Tuesday, and that Dell would be a runaway train next week. IF his clients are short on Dell due to the recent runup to 110, what better way to cover that to issue a negative report just one trading day before the earnings report? The suspicion grows from his early February bullish comment on Dell and less than two weeks he changes direction. I just talked to a person who used to worked at RS. He said that Dan Niles is a very very smart individual. We shall see Tuesday after the bell whether he is right on the money or was there another reason why opened his mouth on Friday. Paul

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