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Technology Stocks : Dell Technologies Inc.
DELL 133.78-0.1%Nov 14 9:30 AM EST

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To: BGR who wrote (115660)4/9/1999 5:11:00 PM
From: stockman_scott  Read Replies (2) of 176387
 
<<TM is on record saying not to draw any inferences from the competition's troubles. The market may not listen, but I am going to.>>

Unfortunately, the Funds don't seem to get it....They lump all the hardware firms together....IMHO, they may move some money into DELL next week...but I will bet they'll try to recover some CPQ losses by going into some of the internut stocks -- in a bigger way. I cannot believe ANY well run Fund would own CPQ. It all comes down to credibility and ability to execute.

Regards,

Scott
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