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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Mohan Marette who wrote (137562)	7/24/1999 1:20:00 PM
From: Chuzzlewit	Read Replies (3) \| Respond to of 176387

Mohan, thanks for a great article. It should be read and reread by every investor. TTFN, CTC

To: Mohan Marette who wrote (137562)	7/24/1999 1:52:00 PM
From: Sam Bose	Read Replies (3) \| Respond to of 176387

Mohan, TheStreet.com TV show just endorsed DELL. Show on the Fox News Channel just concluded had a discussion on Compaq that mirrored my feelings exactly: Compaq HAD TO go in-house to select their CEO since no one would take the job with Ben Rosen's current reputation of constant meddling; in addition, the contrast with HP's acquiring Lucent's top star was startling and disappointed the Street. The new guy's selection was good for 2 points DOWN on the stock, and Jim Cramer mentioned that this just prompts him to buy more DELL which he is already long. He believes Wall Street also considers Compaq's CEO selection as good news for DELL, and the price action on the two stocks reflect that. Best Wishes, Sam