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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: hjz who wrote (66789)	10/18/1999 10:33:00 PM
From: kendall harmon	Read Replies (1) \| Respond to of 120523

DAN NILES on the tech sector From thestreet.com <<Robertson Stephens analyst Dan Niles was concerned about adequate supplies, and downgraded Dell from strong buy to long-term attractive on Oct. 1. Now he says the future doesn't bode well for the entire industry. "This news just plays into the whole theme that Y2K will affect demand and now we have Taiwan affecting supply," says Niles, who warned clients this morning with another report. "Now we know even if you can get supplies like Dell did, your margins will get hit." Robbie Stephens has done no Dell underwriting.>>