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

To: D. Swiss who wrote (98185)	2/12/1999 4:21:00 PM
From: Mohan Marette	Read Replies (2) \| Respond to of 176387

It is Kwatinetz Vs Niles (or Strong buy vs Market Perform). Drew: If I am not mistaken Mike Kwatinetz of CS First Boston has a better and more credible track record than that Nile fellow,I am not kiddin' ask around or even better ask Lee she knows his record pretty well I think. Damn,now we got to wait till Monday,Tuesday and Wed to find out the real story and how the market will react to the report. =================== NEW YORK (CBS.MW) -- Most options players are betting that Dell's swoon will be short-lived, repeating the resiliency the computer maker has shown in the past. "Every time this thing sells off, it screams back with a vengeance," Jim Johnson, an options trader with BT Alex. Brown, said of Dell. And indeed, Dell (DELL) calls were busy at the Philadelphia Stock Exchange, where they trade. As of mid-session, about 7,600 contracts of the February 100 calls (DLQ=BT) crossed the tape, dipping 4 1/2 to 2. Other popular issues: 6,000 contracts of the February 105 calls (DLQ=BA), which shed 3 to 1 1/8 and 5,200 contracts of the February 95 calls (DLQ=BS)., which fell 5 1/2 to 4. "There was no real put activity," Johnson said. (See full options chain for Dell.) Also noteworthy is that the February contracts expire in just four sessions. Dell down Dell shares slid 9 5/8 to 92 1/4 on trading that was twice as heavy as average. The stock fell after BancBoston Robertson Stephens analyst Dan Niles warned that fiscal fourth quarter sales will come in at $5.2 billion, below his expectation of $5.5 billion. See related story. Niles, who left his rating on Dell at a "market perform," see shares dipping to 80. Dell reports fiscal fourth quarter results after the market closes on Tuesday. On the other hand, CS First Boston Mike Kwatinetz said in a research note Friday that Dell is on track to do $5.4 billion in sales. Kwatinetz has a "strong buy" ranking on Dell.