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

To: John Koligman who wrote (152082)	1/26/2000 4:23:00 PM
From: JRI	Read Replies (4) \| Respond to of 176387

John- If Dell ever hit 35 (due to some sort of warning..) it would be a huge, huge buying op....we would see a ton of upgrades (with even Niles on board), and the stock would spend, IMO, a few minutes (less than an hour), at most, at such levels....Even Niles thinks it is a buy at 38...Institutions would come in heavy....you made a very good call on it falling to 40...however, thinking it will stay at 35 for any considerable length of time is pure folly, IMO.. Even if Dell reports .20 this quarter, at 35, the stock would have a P/E under 50...with EPS growth projected between 40-50% y-o-y this next fiscal year...no way it stays at 35..basketball bounce...as I said, institutions will buy like crazy.. (I am hoping to average down on a recent small buy at 41.54 (2x previous purchase) to get my cost basis between 40-40.5...Some brief moments in the 30's would help me do that.....I will be holding less Dell than previous....Having bought Tyco at 36 and change yesterday......If Dell would warn after the bell today...I think we would see 37/38, at worst)..I expect the stock will recover Thurs and Fri... BTW- I am amazing that Lou & your boys at IBM got away with blaming Y2K for obvious execution problems and poor product competition....and Lou using it (Y2K) to give IBM even more cushion for Q1.......As you know, neither Sun or EMC noted any problems...and effects from Y2K on Dell, Compaq are minimal...

To: John Koligman who wrote (152082)	1/26/2000 4:36:00 PM
From: JRI	Read Replies (2) \| Respond to of 176387

OT .16 cents...well, John....If you are going to get 35, you got the best possible news...I am surprised by the size of the miss...that is much bigger than I (or anyone) could have expected...wow...

To: John Koligman who wrote (152082)	1/26/2000 4:45:00 PM
From: JRI	Read Replies (2) \| Respond to of 176387

OT John, also, I need to <re-configure> a comment from previous, for Dell is blaming Y2K for a slow-down as well...so that give IBM some more credibility on the "Y2K" thing... However, it didnt effect Sun and EMC....looks like they are making life difficult for IBM...

To: John Koligman who wrote (152082)	1/26/2000 4:57:00 PM
From: edamo	Read Replies (2) \| Respond to of 176387

john....dell in mid thirties...i think they may be there in after hours.... guess you posted prior to the earnings warning....perhaps it is not true, just more attacks against "honest mikey"....great buying opportunity.... proven what i've been saying for months, based on experience in japan......the "perfect model".......unravels quickly with supply disruption.....guess the guys at harvard who applauded "mikey" and his book weren't old enough to remember the then "perfect model" of the jpns automakers.......perfection difficult to maintain.... i'm still holding jan55/60 short puts....should have closed them on the last run up...oh well...as long as it is over 34 in january, i take something home.... sure glad they didn't buy ibm.....