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

To: Meathead who wrote (151403)	1/15/2000 12:36:00 AM
From: jim kelley	Read Replies (2) \| Respond to of 176387

Meathead, Good to hear from you! I listened to Niles at VCALL.com today and he called DELL's quarter "horrific" but he as usual failed to mention why. He said DELL looked very interesting at 38. During the same call he said that DELL was eating everyone's lunch including CPQ' --- a somewhat contradictory position IMO. "We recommend the losers because they are cheap. We shun the winners because they are expensive." He was also bragging about his Jan 10 call on INTC and putting down another large Wall Street firm for recommending shorting INTC. The INTC call was made after the quarter was over.<G> But he has a buy on CPQ because its way off its high even though he says no one has a clue as to what their quarter will look like. <G> He also has a buy on GTW because Q4 was one of a kind... "its hard to ship PC's without processors." Regards, J. Kelley

To: Meathead who wrote (151403)	1/15/2000 1:02:00 AM
From: G.M. Flinn	Read Replies (3) \| Respond to of 176387

Something is really strange w/ Niles & ML when they go out of their way 3 times in a week or so to try to trash a stock, while admitting the stock is the best in its class at the same time. I cannot ever remember seeing this type of negative hype on any stock by any legitimate firm at any time. It is almost as if Niles is the kid who can't keep a secret, keeps telling people his little secret, yet noone will listen. It is probably safe to assume that DELL experienced some constraint on chips a la GTW. But I believe that DELL felt much of that in October, which the competition had yet to report due to their September quarters. When INTC is doing well, DELL is doing well. Period. End of story. This is almost a law of physics at this point! Glenn