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

To: jhg_in_kc who wrote (148786)	12/8/1999 6:16:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

jhg, You are wrong. Bubbles burst when the pressure of the gas exceeds the strength of the membrane enclosing it. Gas from analysts has been pumping this market at a prodigious rate. The fact that buy-side analysts are in bed with investment banking should tell you something. The only sane way to evaluate a stock is on the company's forecasted ability to generate cash flow per share. Few buy-side analysts look at this all-important metric. Don't get me wrong. I am very bullish about the technology sector. It's the valuations I am concerned about. What you are seeing now is the classic "Greater Fool Theory" in operation. I'm thinking of launching an IPO. Think I'll call it Tulips.com. TTFN, CTC

To: jhg_in_kc who wrote (148786)	12/8/1999 6:26:00 PM
From: TigerPaw	Respond to of 176387

something must prick it. I am a bull these days, so I am betting the bubble won't burst in the near future, but if you want an opinion on what will burst it eventually, it will be a highly leveraged speculation, probably by some hedge fund, that goes sour and and starts taking lenders down. The corollary, it will still recover because we are still in the middle of a once in a lifetime paradigm shift in the way the whole world's economy is evolving. TP

To: jhg_in_kc who wrote (148786)	12/8/1999 7:06:00 PM
From: calgal	Read Replies (2) \| Respond to of 176387

National Instruments to provide hardware to Dell AUSTIN, Texas, Dec 8 (Reuters) - National Instruments Corp. (NASDAQ: NATI) said on Wednesday it would offer its measurement and automation hardware as an option in Dell Computer Corp.'s (NASDAQ: DELL) workstations aimed at engineers and scientists. The hardware will be offered in Dell's "Precision Workstations" starting in the first quarter 2000. "More and more, companies want computer-based solutions over traditional equipment for measurement and automation applications," said James Truchard, president and chief executive of National Instruments. "It is imperative that National Instruments continue to align itself with computer industry leaders such as Dell," he added. National Instruments shares closed at 29-1/16, down 13/16, on Nasdaq, while Dell shares were down 1-7/8 to 43-1/2.