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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: Frank E W who wrote (121911)	5/3/1999 3:08:00 PM
From: stockman_scott	Read Replies (4) of 176387

Frank: Did you hear that joker from DLJ (the Chief Investment Officer) talk to investors on CNBC (in the last half hour)..?? He likes cyclical stocks, food stocks, oil service stocks, drug stocks and AMGN (a high performing biotech stock that is quite pricey). A viewer asked about DELL. The DLJ guru said it was expensive at current levels especially when you consider intensified competition in their markets. Pahleeese.....Who is creating the competition? Who has the business model to thrive? DLJ must have stakeholders that want cheap DELL shares. DLJ is the same firm that loves AOL, AMZN, and Doubleclick at current valuations. Are they speaking out of both sides of their mouths? Is DELL being held to a different standard? IMHO, this DLJ "guru" may have to change his tune after DELL's earnings come out. He seems to have very little credibility. He is sure not talking me into any food stocks <GG> !! DELL will prove they are the next DELL. Regards, Scott

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