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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: Grant who wrote (103268)	2/20/1999 12:52:00 PM
From: Chuzzlewit	Read Replies (2) of 176387

Grant, Fascinating -- a bullish article on Dell from Barron's! Next thing you know Fleckenstein will claim he likes the stock and Michael Burke will declare technology the place to be. Generally a good article, although I think it does overemphasize the role of Dell's competitors in adopting BTO models. All kidding aside, Barron's doesn't get it about the drop in Dell's prices. The big run up wasn't fueled by expectations of a blowout quarter (although I expected one) so much as momentum guys who know nothing about the company save that the price of the stock tends to move rapidly shortly before earnings announcements. So the drop of $30 is really from an artificially high point. TTFN, CTC

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