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

To: Sam Bose who wrote (138578)	8/6/1999 12:27:00 AM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

Sam: Interesting IBD article...I liked this passage from it... <<U.S. Bancorp Piper Jaffray analyst Ashok Kumar says about 45% of PC purchases are usually made in the first half of the year and 55% in the second half. He thinks the split could be even more heavily weighted in the second half this year. With Intel controlling about 80% of the PC chip market, Kumar says the company is about as good of a proxy as you can get for the PC industry outlook. If Intel says things look good, you can pretty much take that to the bank. ''Intel manages its forecasting very well,'' he said. One factor benefiting Intel and the PC industry is the emergence of ''free PC'' promotions, which allow consumers to purchase computers at bargain prices, as long as they commit to long- term Internet access contracts. Of the PC makers, Gateway and Apple, which are both consumer oriented, should face little risk related to Y2K, says Mike Tucker, an analyst at Federated Investors. It manages the Federated Capital Appreciation fund, which carries an A- rating from IBD based on 36-month performance. Compaq Computer's stock is already near a 52-week low, so Dell Computer ''has the biggest Y2K risk to its stock price,'' Tucker said. But the build-to-order pioneer carries low inventory, he notes. ''It's the best operating model to ride you through Y2K.''>> I agree that the Y2K hype is a bit over-rated....some like Yardeni just want to become gurus on 'the worst case scenario' for Y2k...I think he loves the attention -- interviews and speaking engagements at 5 star hotels where CIOs and investors debate what Y2k will really look like <G>. CS Frist Boston actually did a very nice overview on why many of the leading tech powerhouses (including DELL) would not see a significant impact on sales or profits due to Y2k....I tend to agree. The market of course will be a little schizophrenic in the next 6 months BUT I plan to stay close to fully invested. Best Regards, Scott

To: Sam Bose who wrote (138578)	8/6/1999 11:01:00 PM
From: kemble s. matter	Respond to of 176387

Sam, Hi!! Thanks for the article from IBD on DELL and the Y2K fizz...that's all it will be...Michael basically has told us it will benefit DELL if anything..I used to subscribe to IBD for years...the reading I do on this thread forced me into choosing what to read...I get so much from all of you I find it a futile effort to even read IBD which I loved...basically I'm being serious here..but, when do you have the time? So thankful that folks like you and of course the KING OF NEWS...MOHAN keep us informed... Best, Kemble