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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 3:59 PM EST

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To: jim kelley who wrote (103928)	2/22/1999 6:47:00 PM
From: Knighty Tin	Read Replies (3) of 176387

Jim, A sensible analysis with which I disagree. The new Intel processors are an overpriced joke. 12 gamers will buy them and then they will have to lower prices. Intel and Dell are corporate sales firms and the corporate market has almost no interest at all in PII 1999, as the PIII tweak should have been called. I think we are seeing the progression: Miss the whisper in November, miss the revenues in Feb, miss the eps in May, after a lesson about how "change is good" from MD at the April meeting. I've seen so many 100 tech stocks follow the same pattern that breaking it would be a major upset, IMHO. Best, MB

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