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

To: OLDTRADER who wrote (159573)	8/12/2000 11:59:22 AM
From: TTOSBT	Read Replies (1) \| Respond to of 176388

OLDTRADER. I agree. But IMO the market is irrational especially with Dell. The sell off from 52 to 41 was enough to factor in the $200m...four days internet sales...the sell off after the release was foolish on the part of those who sold and created this buying opportunity you refer to. What are they doing punishing Dell or themselves? Thanks. TTOSBT

To: OLDTRADER who wrote (159573)	8/12/2000 12:05:00 PM
From: Mike Van Winkle	Read Replies (2) \| Respond to of 176388

OLDTRADER re: DELL is a screaming buy here but the management needs to reassess and seriously contemplate their stock behavior. Europe should show in 4Q according to Rollins and for 2Q there was no reason to push dead horse sales, rather it was better to improve profitability which they did. I don't fault the current European team that is in place, in fact I am finally relieved that Europe has a fix (I take Germany as the sign). It would be nice for MSD to give the stock holders a selling breather until Europe proves the fix. Best, Mike