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Technology Stocks : Dell Technologies Inc.
DELL 119.41-2.7%Nov 19 3:59 PM EST

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To: stock bull who wrote (118569)4/18/1999 10:13:00 PM
From: jim kelley  Read Replies (1) of 176387
 
Re: Niles Comments

Daniel Niles works for a Boston based investment firm. Curiously, Fidelity which is also Boston based began to dump its tech stocks including DELL in January. Do you think these guys get together and have breakfast to discuss which sector they are going to dump on?

I notice that Niles dumped on INTC immediately after their stellar earnings report. Could the agenda be to drive these stocks down so that they can buy back in June. Then maybe we can say that the stocks are seasonal.

So Niles is peddling the view that all the PC companies are in trouble.
However, he had CPQ rated as a strong buy only a month ago. Now it is merely a buy.

LOL
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