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

To: jmac who wrote (161480)	10/4/2000 12:33:15 PM
From: GVTucker	Respond to of 176387

The analyst meeting starts at 3 CDT, 4 EDT.

To: jmac who wrote (161480)	10/4/2000 12:37:18 PM
From: tonyt	Respond to of 176387

Tech Radar - Comments from SG Cowen 10/4/00 7:37:12 AM Source: SG Cowen DELL (Strong Buy, $29) Analyst Meeting Starts In Austin At 4pm ET . We expect three major themes from the meeting: 1) demand is healthy and they will repeat comfort in full year 30% growth; 2) they are seeing more significant reductions in component prices; 3) they are aggressively growing the enterprise and infrastructure business. . We recognize there is some uncertainty re demand and europe in investors minds. The stock is now at a two year low, we reiterate a 1 rating.