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

To: Ex-INTCfan who wrote (150871)	1/10/2000 9:41:00 AM
From: JRI	Respond to of 176387

Niles upgrade of Intel is excellent news...Niles is extremely accurate when he does such a few days before earnings....in all likelihood, he gets tipped...but, importantly, since I've been following him...he is almost 100% a few days before an announcement, about 50/50 during a quarter... Incredible that Dell is only up a 1/4 (so far)....who does everyone think got all those chips... obviously not Gateway....CPQ should have also benefitted...

To: Ex-INTCfan who wrote (150871)	1/10/2000 11:07:00 AM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

it is difficult to see how Niles can be positive on INTC and not sure on Dell. the two are twins relative to his comments. the selling starts in Dell and keeps arolling; I think they sell what they know not. "Niles sees a solid Q4 and help going forward from post-Y2K PC spending recovery and Windows 2000 product roll-" Solid Q4. post-y2K spending recovery (remember Dell's quarter includes January). Windows 2000 product rollout. this is positive for Intel, neutral for Dell. somewhere we miss the logic.