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

To: Ed Forrest who wrote (152460)	1/27/2000 6:27:00 PM
From: Sam Bose	Read Replies (2) \| Respond to of 176387

Ed, Picked up quite a bit of QCOM today at 120; its sitting right on its 50 dma and has tested it like 25 times from yesterday! Agree its a really great story, and the royalty income is the same business model as Microsoft (and we all know how that model has worked for Mister Softee!). Also bought more DELL at 37.75 and 39 today. I think Meredith is finally on the right track of ratcheting DOWN expectations from Wall Street that can now be beaten. Its 'bout time DELL management showed less arrogance and learnt to play the Wall Street game again. HP did it exactly right last night with their quick press release essentially saying this was a DELL-specific problem, and who doesn't remember Greg Maffei constantly downplaying Microsoft's future earnings potential. <G> Best Wishes, Sam

To: Ed Forrest who wrote (152460)	1/28/2000 12:23:00 AM
From: Alohal	Read Replies (1) \| Respond to of 176387

ALoha Ed! I'm fine, how are you? Haven't seen you much lately on this thread. As I said in my post to Marq, I am definitely looking at Qcom but am holding off for a general correction in the NAZ which will present many excellent buying opportunities like QCOM. Personally I think I'll be able to get it @ around 80 if I'm nimble enough. Not buying much of anything until then, (with some exceptions like WCOM, LU and a few nibbles @ TLAB as I mentioned in earlier post). What are you up to these days? Are you still trading Dell? Cheers Alohal