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

To: John Koligman who wrote (157620)	6/3/2000 1:44:00 PM
From: Sig	Respond to of 176387

Re Ableson: Well, woodint you jest know it. Gess we know who our frends are now. The Texas Rangers will be lookin for this joker down in Austin. Not the ballclub, the real Rangers with the big hats, big cars, big guns, and big ---ahhhhhhh..... feet. He won't get within ten miles of Austin. And there goes another magazine into the coals of Kembles BBQ. Sig

To: John Koligman who wrote (157620)	6/4/2000 2:38:00 AM
From: TTOSBT	Respond to of 176387

Re: "Abelson" John I guess I would have to thank you for posting this and I would further thank Abelson for writing it and Barrons for releasing it. It seems to me that we are about to get more Dell at cheaper prices again!!! No one was able to time Dell's stock price very well this past year. So I guess Abelson is trying to influence it by going back to the last earnings numbers with yoy comparisons. Fortunately for bargain hunters he did not do any forward looking analysts. For that we have to go to IDC which on 5/31/00 well after that report and see that Dell is gaining in workstation sales and not just notebooks as he stated. He also stated worries about Dell's sales to dot.coms which were strong. It seems he has an unsubstantiated guess that they may not last. Well how does he know that? I bet he doesn't even know how Dell generates those sales? I would suspect that he is using the current market selloff of the dot.coms after the margin-targeted bust the fed caused the broker's to burst? It's the stocks that corrected not the internet build-out! Let me repeat that: "It's the stocks that corrected not the internet build-out!" Nontheless I suspect Dell is going lower due to these unsubstantiated worries but I view that as a good thing cause the profits will be much greater from a lower base. TTOSBT P.S. I guess one could deduce a negative that Dan Niles also went from a 'strong buy' to a 'buy' but it seems the 'buy' is a 'new buy' at Lehman and I'm not sure if that rating is the same as 'strong buy' at his old broker? his prices target is still $65 in any event. cnetinvestor.com