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Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

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To: Dorine Essey who wrote (100033)	2/16/1999 8:45:00 AM
From: gbh	Read Replies (1) of 176387

Kumar on CNBC this morning. Interestingly, he likes DELL long term. He called for $5.2B revs three weeks ago. Feels the stock will pull back and base at 80, where he is an aggressive buyer. Also, liked INTC, CPQ, and QLGC. Specifically stated that CPQ inventory levels are at historic lows, 60% below last years. I would say this bodes well for big tech today. This guy is hardly the permabull. Gary

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