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Technology Stocks : Dell Technologies Inc.

DELL 145.46

-0.8%

10:36 AM EST

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To: D. Swiss who wrote (106259)	3/2/1999 5:18:00 PM
From: GRANOLA	Read Replies (1) of 176387

agreed, drew. i just reposted your note on the intel thread, although it is somewhat repetitive to a previous post. the seasonal trends are obvious to those of us who pay attention and follow these stocks, as is the fact that amd is like an ant at a picnic (plus the stats only covered RETAIL sales)... but overreaction to news seems to prevail in this directionless market...too bad for those who are selling, since both intel and dell will turn around with a vengeance. if i didn't own so much intel already i'd be buying now...spent all i could on more dell and intel through today...now just wait and see or, if the overreaction continues, time for some margin buys! BTW, not too many note that PIII availability should backload 1st Q results for Dell and Intel (ie. March should be a lot stronger than jan/feb when everyone waited for the PIII to ship)...I'm counting on that. One thing I believe is that neither Dell nor Intel are asleep at the helm, and they have many moves left IMO. Take care, GR

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