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

To: John Koligman who wrote (101179)	2/16/1999 8:40:00 PM
From: JRI	Read Replies (1) \| Respond to of 176387

John...take a look around you...IBM, Microsoft, Compaq, Cisco...all down significantly from the highs a few weeks ago...And now Dell.. This is all bigger than just Dell....big caps went too far, too fast.... Sure, because of the report, Dell is going to get hit a little harder here...But unless you believe this is the real end for big-cap techs........I.E. Muni-funds managers are going to run (en masse) into small-caps, and stay there.....where else are they going to invest their funds?? They can't stay in cash for ever...and the cash does keep flowing in.. It will get recycled back into the same names...Re Cramer article:I think Cramer is just upset...I expect a column stating that the 4/5 horseman are back within the next month... Dell is still a great company...Even its worst enemies will admit that...it just got a lot cheaper...Even Kumar said buy at 80..