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Technology Stocks : Dell Technologies Inc.

DELL 119.41

-2.7%

3:59 PM EST

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To: Mohan Marette who wrote (111675)	3/24/1999 2:19:00 PM
From: stockman_scott	Read Replies (2) of 176387

<<The recent slump in computer shares was a typical overreaction to temporary slowdowns, given the companies' potential for ''powerful long-term growth rates,'' said George Cohen, chief investment officer at Cohen, Klingenstein & Marks, which oversees about $3 billion. ''It's really very silly, but we see this at least once a year.'' >> Mohan: My hunch is that Mr. Cohen and his friends are starting to load up on DELL. They tend to speak after they've acted .. I agree with his comments though. IMHO, DELL is SIGNIFICANTLY oversold. Regards, Scott

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