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

To: Sam Bose who wrote (145347)	10/20/1999 1:47:00 PM
From: Sig	Read Replies (3) \| Respond to of 176387

A Question for Mr Jaffe: Where in this news release does it say Dell will not meet earnings? dell.com SES

To: Sam Bose who wrote (145347)	10/20/1999 2:41:00 PM
From: kemble s. matter	Respond to of 176387

Sam, Hi!!! RE: So if Dell's problems are run of the mill, why did the market punish the company and the entire sector? "It's a mystery," says Credit Suisse First Boston analyst Michael Kwatinetz. "This is not a tragedy, it's just a hiccup." Hiccups have been known to start avalanches, of course. But the good news is that once the snow has rumbled down the side of the mountain, the skiing can be great. What makes the drop in PC stocks especially interesting is that the industry is enjoying a far stronger burst in demand than anyone anticipated. And the fourth quarter, which is always the biggest one for PC sales, looks likely to be a bonanza. "This is a tremendous opportunity for anyone that has a long-term horizon," declares Mazzucchelli. "Anyone who buys these stocks now is going to be very happy by the year 2000." Goodness goodness goodness... :o) Thanks for the link Sam...BUY DELL Best, Kemble