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Technology Stocks : Dell Technologies Inc.
DELL 146.68-1.7%Nov 7 9:30 AM EST

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To: John Koligman who wrote (107253)3/4/1999 5:13:00 PM
From: JRI  Read Replies (2) of 176387
 
John...I'm mostly excited that someone put on a contrarian view (besides the PC's are going to hell in the 1st quarter view)...How's this one: Kumar said sales are "very healthy"...Dataquest says "they see no problem with 1Q PC sales"...

We have not seen this published anywhere.....CNBC doesn't mention this information....mostly doom-and-gloom....so excuse me, if I am glad to see a bit of balance for a change...

Importantly, Murphy brought up the March 11/12 date concerning Intel....

Most analysts/fund managers could use LSD. They can't even beat a static index.

You made some good short-term calls (on some threads) lately, but I've noticed your excitement has grown everytime Dell goes down a bit...are you short, or do you just take glee in these drops....I wouldn't bank, if I were you, on the end game being playing out here..
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