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

To: kemble s. matter who wrote (156712)	5/3/2000 11:04:00 AM
From: rudedog	Read Replies (2) \| Respond to of 176387

Kemble - Getting to #1 market share per se is not necessarily tied to increase in the stock price - historically, just the opposite. The trend in PCs has been obvious for some time - see my post from November 1998... what will count in 2000 is maintaining decent earnings and revenue growth, and the PC market alone will not provide the required growth.

To: kemble s. matter who wrote (156712)	5/3/2000 11:19:00 AM
From: calgal	Read Replies (1) \| Respond to of 176387

Kemble, There is light at the end of the tunnel! Buy DELL! :Leigh news.cnet.com. Investors still shun some Net giants By Dawn Kawamoto Staff Writer, CNET News.com May 2, 2000, 11:55 a.m. PT Where's the so-called flight to quality? "A lot of investors want to wait for the markets to clearly turn around. No one wants to catch a falling knife," said Merrill Lynch analyst Henry Blodget. He added that some investors have already begun to buy some of the more "solid" companies. Institutional investors, meanwhile, say they are weeding through their portfolios and cutting under-performing or smaller holdings, but their buying activity is far from a binge. Huachen Chen, co-manager of the Dresdner RCM Global Technology Fund, said he cut about 15 percent from his fund in mid-March. Most of the companies cut, including security software maker Aladdin Knowledge Systems, had ultra-high valuations, Chen said. In early April, as market conditions further deteriorated, he whacked a whopping 30 companies from the 85 held in the portfolio. "We moved into more conservative stocks like Intel and Dell and added to our positions in Commerce One, Ariba and i2," Chen said, noting that the degree to which he is buying is not substantially above a usual pattern. Copyright ¸1995-2000 CNET Networks, Inc. All rights reserved.