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

To: MichaelW who wrote (78039)	11/11/1998 10:37:00 AM
From: JRI	Read Replies (3) \| Respond to of 176388

I'm a little amazed at the ravaging that Kumar has taken on the thread (as of late)....later, when I get time, I'll post a little more on this....but Kumar has had an excellent track record (as good as any analyst I know) in predicting supply/demand relationships, recognizing inventory problems, and forecasting stock price movements of Dell, Compaq, Intel..... It's possible that he may be wrong here, or maybe that he has a point...but let's not rewrite history...this guy has made some really good calls in the past....unpopular ones in fact, so in my book he has more credibility than most....his opinions should be considered.. Let's remember his firm also maintains a "strong buy" on Dell (although we all know that the analyst game is a crock....Piper (seems) to be a bit better than most)