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


To: Marci L who wrote (71728)10/13/1998 1:33:00 PM
From: freeus  Read Replies (1) | Respond to of 176387
 
Sounds good to me., Nuts to Alex Brown. Go DELL
Freeus



To: Marci L who wrote (71728)10/13/1998 2:03:00 PM
From: LWolf  Respond to of 176387
 
Thank you Marci!
L



To: Marci L who wrote (71728)10/13/1998 2:15:00 PM
From: stockman_scott  Respond to of 176387
 
Marci: Thanks for the update from the Alex Brown Technology Conference. We appreciate the insights.

IMO, when Alex Brown "remains with their neutral rating and is concerned about valuations and economic uncertainties" they are being too conservative. If ANY company can execute flawlessly and continue to exceed expectations in a deflationary environment it is DELL. Firms like SG Cowen and Montgomery Securities have Strong Buy ratings on DELL for very good reasons. Of course, Kemble and Mohan do too.!!!...<gggg>

I'm Long on DELL for the Long Run.

-Scott