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

To: Ian Davidson who wrote (168485)	1/21/2002 4:41:32 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Ian, Hi!! RE: Article In Today's Barrons interactive.wsj.com re: Mark Anderson, a hedge-fund manager and newsletter editor based in Friday Harbor, Washington, is another Microsoft fan, based on optimism about PC demand, as well as the software giant's potential in non PC-devices. As a bet on wireless, Anderson likes Vodafone and Nokia. He's also keen on Samsung, the Korean electronics giant, which he thinks can be a leader in handhelds. And he's bullish on Dell. Merrill's Steve Milunovich, while no optimist on tech spending, also likes Dell, in anticipation of a PC upgrade cycle. In chips, he picks Maxim and Microchip Technology; as a wireless play, he's fond of Qualcomm. And in networking, Milunovich recommends Extreme Networks and Riverstone Networks. Thanks Ian...Nice read and very interesting hearing Cappellas' % remarks for this year vs. the IDC current position... Best, Kemble