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Technology Stocks : Dell Technologies Inc.

DELL 154.64

-3.4%

3:59 PM EST

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To: Mohan Marette who wrote (107607)	3/5/1999 3:28:00 PM
From: stockman_scott	Read Replies (3) of 176387

DELL is looking good today and the analysts seem to love the new announcements. Here are some headlines from new analyst reports: CS First Boston -- 3/5 DELL (Strong Buy) IBM Agreement is a Positive for DELL Montgomery Securities -- 3/5 DELL (Buy) New Price Survey shows Gigabuys.com is Competitive Gerard Klauer Mattison -- 3/5 DELL (Buy) $16 Billion OEM Pact with IBM, Strategic Opportunities Remain Piper Jaffray -- 3/5 DELL (Buy) IBM / DELL Pact -- The best is Yet to Come Credible experts and Analysts understand DELL is undervalued and has great days ahead of it. I'll elaborate and share more from the positive analyst reports later. Here is a not so surprising Street.com summary: <<Herb on TheStreet: Herb's Got Just a Few Words Today By Herb Greenberg Senior Columnist I have very little to say today, because I was out reporting yesterday. If I had written my regular column, I would have expounded on that Seinfeld of a deal: the IBM (IBM:NYSE)-Dell (DELL:Nasdaq) partnership. What's it about? Nothing. There are no guarantees or purchase minimums that anyone knows about. To quote one of my sources: It's really nothing more than a procurement deal for IBM, which is only good if Dell can purchase $16 billion worth of products over seven years. >> Pahleeesseeee.....Mr. Greenberg, You should retire if that is the best summary you can write. You need "new sources" and an open mind. Try talking to Forrester, S & P, or any of the credible firms that follow DELL. I would claim that Mr. Niles and his firm are quite biased and still don't get it -- yet, the Street.com loves to quote him. Have you ever heard of balance. When DELL is soon over $100 (at pre-split prices) you may wake up and smell the coffee. I have stopped my 2nd trial subscription to the Street.com....I sure can't believe anyone would want their stock. Oh well....DELL will continue to prove they are the next DELL. Regards, Scott

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