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

To: Sig who wrote (160394)	9/6/2000 1:47:28 PM
From: Mary Cluney	Read Replies (1) \| Respond to of 176387

Sig,<<<Its sad thing the world has come to when only one of 33 analysts can recognize the grandiose lying scheme of Intc insiders to say that demand is increasing >>> You have GVTucker confused with posters on the Michael Burke thread where for the last four years they have been telling us about Christmas lies and where schemers have been stashing away huge excess PC inventories in unspecified warehouses to drive up INTC and DELL PEs. GVTucker is a classically trained value investor and does not make up stories. He is pretty upfront telling us he does not like current valuations in most of NASD and selected technology stocks. I normally invest on the long side and am not comfortable and cannot make money on the short side (although I did hedge my longtime Intel investments recently with some now in the money Puts INQVN INQUN - I am only a recent investor in DELL and do not plan to hedge my investments) I value GVTucker comments enormously and helps me to curb my natural over optimism and exhuberance. Mary