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

To: D. Swiss who wrote (154552)	3/2/2000 7:15:00 PM
From: Tom G	Respond to of 176388

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To: D. Swiss who wrote (154552)	3/3/2000 9:11:00 AM
From: Dorine Essey	Read Replies (1) \| Respond to of 176388

Good morning Drew,Giving his strongest recommendations, Niles declares "Intel is by far the easiest one. With Intel, the good news is that you really don't care if Gateway GTW , or Dell, or Compaq do well. All you care about is the industry as a whole." "I'm a private investor in Transmeta," Niles says proudly, "so I obviously think that there's a market for the company, and I think they'll do well, but there's a lot of room in the market for many players. A lot of different players can do well. Xilinx XLNX and Altera ALTR are great examples of that. Obviously, Dell, Compaq, and IBM are all very good companies. So there's more than enough room in the market for AMD AMD and Intel, and Transmeta as well. And they all have slightly different markets." Offering more recommendations, Niles asserts, "I think Dell is another one that's going to be a really great performer this year.They had a very disappointing '99 when they preannounced two quarters in a row. I think they've reset expectations now to achievable levels." He continues by stating, "Compaq, I think, is a stock that can double, or even triple, over the course of the next 24 months easily. After a really disappointing two years, the new management, I think, has a pretty good game plan in place." Concluding his thoughts on PC makers, Niles says that "Gateway is the easy one on the consumer side, from the standpoint of the way they're in bed with AOL AOL . You should see a lot of new products over the course of the next year that should really benefit their position in the consumer market."