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

To: jim kelley who wrote (161412)	10/3/2000 8:49:54 AM
From: Meathead	Respond to of 176387

Re: Whatever happened to the DELL stock buy back program? If I'm not mistaken, there's still somewhere in the neighborhood of 200M shrs that can be repurchased on that program. I expect Dell to use the power of a stock buyback announcement at some point to help move the stock. However, they need to time this right for if they don't it could be wasted. If they are going to come up short the second half of this year, announcing a stock buyback probably won't help. But as you state, selling puts is a good idea and something Dell has done many times before. I'd bet they're doing it right now. MEATHEAD

To: jim kelley who wrote (161412)	10/3/2000 8:52:25 AM
From: Meathead	Respond to of 176387

Compaq's valuation vs. Dell Tuesday October 3, 8:49 am Eastern Time RESEARCH ALERT-Compaq started as hold NEW YORK, Oct 3 (Reuters) - ABN AMRO on Tuesday started coverage of Compaq Computer Corp. (NYSE:CPQ - news), the world's No. 1 personal computer maker, with a rating of hold. -- in a report, ABN AMRO said Compaq was trading at a higher price/earnings ratio than Dell Computer Corp. (NasdaqNM:DELL - news) -- "With Compaq's weaknesses, this is unjustified, in our opinion. -- ``We do not believe Compaq's stock will outperform the market until the company can prove that it can once again generate sustainable and profitable growth, and we do not believe this will happen in the near-term.'' -- shares closed on Monday at $28.29.