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

To: Mohan Marette who wrote (50876)	7/12/1998 10:03:00 PM
From: SecularBull	Respond to of 176387

This says it all (probably already posted): "So, back to the question -- have the 'nets finally topped? I think the real answer to that question is that it is a meaningless question. But I posed it to illustrate that it is as meaningless a question as is asking if ''technology'' stocks had finally topped once it was clear that the sub-$1,000 PC and overcapacity were going to (temporarily, anyway) crush the semiconductor industry. Any technology portfolio manager who blew out Dell (Nasdaq: DELL - news), Microsoft (Nasdaq: MSFT - news), or Cisco (Nasdaq: CSCO - news) at the same time they correctly called the top in Intel (Nasdaq: INTC - news) has either bought those names back at higher prices or is now in another line of work." (Riley Report)