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

To: SouthFloridaGuy who wrote (101560)	2/17/1999 7:28:00 AM
From: Grant	Respond to of 176387

THANKS PD...NEEDED THAT

To: SouthFloridaGuy who wrote (101560)	2/17/1999 7:34:00 AM
From: KM	Read Replies (1) \| Respond to of 176387

Kudos for Kumar, and the Bizarre Story of Pediatrix By Herb Greenberg Senior Columnist 2/17/99 6:30 AM ET The Wednesday Wallop: Analyst antics: Lampooning analysts is one of this column's favorite pastimes. The exception is when they stick their necks on the line with the kind of negative call that can break -- as well as make -- a career. As readers of this column are no doubt sick of hearing, that's just what Piper Jaffray's Ashok Kumar did just that several weeks ago with Dell (DELL:Nasdaq). Kumar came out and warned about possible top-line growth problems at Dell. But when he made that call he was lampooned as someone whom investors always bet against to make money. Not this time. Late yesterday, Dell reported profits in line with expectations, but the top-line revenue growth was not as strong as hoped. The stock plunged in after-hours trading. For some reason much of the credit for the dinging Dell is going to Dan Niles, of Robertson Stephens, whose timing of last Friday's call couldn't have been better. (Nice call, Dan.) But Kumar wins in this column's books for being first to break from the herd. (Interesting how eerily quiet my email was last night. As of 6 p.m. EST, not a single message about Dell.)