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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: PAL who wrote (112613)	3/26/1999 11:38:00 AM
From: stockman_scott	Read Replies (2) of 176387

A New Update -- More Theoretical and Practical advice from Merrill Lynch... This is just off the wires from our friends over at Merrill Lynch: <<Morning Summary...26 March 1999 -"Our view of PC stocks is as follows: 1) we generally favor enterprise stocks (IBM, SUNW and EMC) over PCs, 2) we favor DELL (LT Buy) over Compaq due to the purity of DELL's model and the likelihood of gaining share, and 3) PC stocks could rebound near term if we're right that unit growth is 13-15% in 1999 and not falling apart." (S. Milunovich)>> -------------------------------------------------------------------------------------------------------- Hmmm......I guess the PC world is not falling apart after all <ggg>. Soon enough some of the other analysts will wake up. IMHO, Michael Dell and his team will give them plenty of positive things to write about in the next 6-8 weeks!! Have a great weekend. Regards, Scott

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