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

To: Sig who wrote (35956)	3/28/1998 5:42:00 PM
From: James Fink	Respond to of 176387

<<Dell should go past $80 in the next 2 weeks>> You call this guy a bear? What a joke! Who do you consider a bull, someone who thinks DELL will go to $200 in 2 weeks?

To: Sig who wrote (35956)	3/28/1998 6:26:00 PM
From: Gabriel008	Respond to of 176387

Sig, crass, very crass - trying to import closet bulls. But I agree with you it's hard to find a good bear these days - almost as much trouble as DELLionaires have of finding good help. Incidentally, an actual floor trader called me long distance the other day to query me on my bullish DELL stance. He was in the process of instituting a very significant short position and wanted me to validate his decision given that DELL had just completed an enormous run-up in price and that CPQ had recently warned. I told him that DELL would probably stay in a trading range of $65-$70 until close to earnings time [around May 20]and then should move up to the $75-$80 range [based on a reported eps of 44›]. One caveat; if INTC & CPQ both came in with much better than expected earnings and/or if DELL initiated a new share repurchase program the stock would move into the next range much sooner. This person had already made up his mind and didn't appreciate being confronted with facts - he viewed DELL as just another PC company. Alas, my good deed went unheeded.