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

To: Meathead who wrote (19935)	10/30/1997 2:02:00 PM
From: John Koligman	Read Replies (1) \| Respond to of 176387

Thanks Meathead - Guess I was mistaken, I must have been thinking about articles I read some time ago where your previous governor was making some noises about having to institute a tax, maybe it was something to do with putting more money into the educational system. John

To: Meathead who wrote (19935)	10/30/1997 4:43:00 PM
From: Wayne Lian	Read Replies (1) \| Respond to of 176387

Any truth in rumor about DELL? Yesterday there was a rumor that DELL was calling the analysts to lower their expectation. Now we know better if there was any truth in it based on today's events: 1. Salomon today upgraded DELL and CPQ to buy. If the rumor was true, will Salomon upgrade? Doubt it unless Salomon's analyst just missed the call from DELL. 2. Merril L reiterated DELL and CPQ buy. Did ML's analyst also missed the call? 3. Alex Brown downgraded both DELL and CPQ. If DELL made the call, I would expect the downgrade on DELL much bigger than CPQ since CPQ just had a strong quarter. 4. If DELL really made the call, you will see a herd of analysts downgrading DELL. It didn't happen today. Given these fact, I cannot believe there was any truth in the rumor.