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

To: OLDTRADER who wrote (145518)	10/21/1999 2:42:00 PM
From: Fangorn	Read Replies (3) \| Respond to of 176387

William, re Niles hitting Dell Niles claimed IBM's problem spelled troubled for Dell and INTC, he actually said IBM had trouble with mid-level servers and workstations. Everything I've heard and read today says IBM's problem was in high-end servers and mainframes. Where did Niles get the idea that it was not just the high end stuff or is he just pushing an agenda? Either he had his head up his a$$ this morning (hadn't even read the IBM statement) or he was intentionally bad mouthing INTC and Dell. I have to wonder why he didn't slam CPQ or SUNW who both have more to lose from a high end lock down than Dell. Guess his bosses don't want to pick them up cheap. What really irked me this morning was that the talking heads on CNBC let Niles get away with contradicting the story on IBM they had just broadcast without a single peep. I was waiting for someone to ask "But Dan, Dell doesn't do high end servers or mainframes and IBM never said anything about mid-range servers or workstations?" They never did ask that question. The combination of lazy or manipulative analysts and lazy and/or manipulated so-called journalists is pretty disgusting. The fact that Dell didn't break 38 today (edit-YET) in the face of all this is very comforting.