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

To: Mark Brown who wrote (35676)	3/26/1998 1:01:00 PM
From: PeterR1700	Respond to of 176388

Mark - thanks for your reply and query to Kaufman. Peter

To: Mark Brown who wrote (35676)	3/26/1998 1:02:00 PM
From: SecularBull	Respond to of 176388

UPDATE ON THE CLUELESS: Kaufman specializes in analysis of Data Communications and Networking Industries, Enterprise Software, Network Security and Communications, Semiconductors and Intellectual Property, and Telecommunications Services Industry (according to their website). [Funny, I didn't see Computer Hardware in that list...] I guess this explains why they just now came in out of left field to start coverage on DELL. Does this mean that they're now experts on Computer Hardware, too?

To: Mark Brown who wrote (35676)	3/26/1998 1:07:00 PM
From: John Hauser	Read Replies (1) \| Respond to of 176388

I think the "Kaufman Brothers" have 1 of 4 motivations: 1. If by chance Dell plummets after an historic 100 month run they are simply gambling by taking a chance and saying "we called the downfall of Dell" which would somehow lend to their credibility hence increasing their bottom line. 2. They want to see how much weight they pull on the street. 3. They want to buy Dell 4. They are complete idiots JH p.s. I think that is the first sell recommendation I've ever seen.