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To: John F. Dowd who wrote (97330)1/24/2000 1:46:00 PM
From: Jim McMannis  Read Replies (1) | Respond to of 186894
 
RE:"DELL looking cheap here. JFD"

Dells gonna suffer....thanks in part to Intel.
Niles has figured it out, albiet a little late.
Jim



To: John F. Dowd who wrote (97330)1/24/2000 1:55:00 PM
From: Tony Viola  Respond to of 186894
 
I wouldn't bet against Niles. He called Dell's revenues within a gnat's ass (down) a year ago, January quarter.

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