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


To: Sam Bose who wrote (155022)3/14/2000 4:05:00 AM
From: exhon2004  Respond to of 176387
 
Sam:

re >>Dan Niles makes the WALL STREET JOURNAL<<

I've been on the receiving end of some of Niles calls in the past. With Dell and Intc my two largest holdings I can at least say I agreed with the man once. Interesting comments in the article about pent up demand for more powerful PC's brought on by w2k.

I've been saying that the market is looking to reward someone for the volume that w2k will generate but it doesn't appear to be msft. So Dell and Intc and a few other companies that benefit from an upgrade round are getting all the attention. Poor msft, because of the cloud hanging over it's head they're wallflowers at their own party.

Regards,

Greg



To: Sam Bose who wrote (155022)3/14/2000 9:59:00 AM
From: kemble s. matter  Respond to of 176387
 
Sam,
Hi!!

RE: Take care and enjoy the article below!

Thanks for the article....There are some on this thread that don't judge DELL qt. to qt.....I prefer to use them to BUY DELL when he manipulates the company qt. to qt. Patrick loves this guy....It gives he an opportunity to buy every option they sell on given days when Dan has trashed it...
:O)

Congratulations on buying DELL and loading up with more when you did....I'll bet the boys on the floor are envious again...
:o)

Best, Kemble



To: Sam Bose who wrote (155022)3/14/2000 11:23:00 AM
From: ROBERT  Respond to of 176387
 
RE: Mr. Niles notes that it is more enjoyable to be a guru on the bullish side, after investors' expectations for a stock have already been lowered, as they were last year for many big tech stocks like Dell and Intel. "The beauty of this is everyone got more negative as you came into late last year and early this year," he says. "That's when you wanted to get aggressive on the stock."

Write to Susan Pulliam at susan.pulliam@wsj.com

Lets see......Now that Niles is positive on Dell how soon do you think he will dump??