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

To: Patrick E.McDaniel who wrote (101755)	2/17/1999 11:06:00 AM
From: Philip Williams	Read Replies (1) \| Respond to of 176387

Is No One Scared by Dell? By James J. Cramer 2/17/99 10:34 AM ET Resilient son of a gun, isn't it? I mean, we are sitting here being amazed, shocked at how well this tape takes it all. I doubted Mark Haines when he pronounced all is well at 9:45, but I should have been buying, I guess, rather than snickering. Yeah, it is a tough business, all right. Sitting here banging out Intel (INTC:Nasdaq) and then realizing that's wrong -- at least for now. What is the market saying? How about that Dell's (DELL:Nasdaq) problems are being caused by a price war that's good for the suppliers? Or maybe that Dell was fully discounted at 75? Or maybe that there's a ton of money coming in now that things aren't so bullish. Or maybe, ultimately, that this is early, that we have a long day ahead of us and that we have seen the top (let's call that the Berko option because my partner, Jeff Berkowitz, is even more skeptical of the strength than I am). Compounding the confusion, the consumer brand names, the traditional flight-to-quality offerings, aren't doing squat! Is no one scared by Dell?? In the background I got guys talking about the Dell train pulling out of the station!! There's a book I read to my youngest, about a girl with a purple purse. Repeatedly, any time people see things they can't believe, all they can say is "wow."

To: Patrick E.McDaniel who wrote (101755)	2/17/1999 11:15:00 AM
From: Ashley Campbell	Read Replies (2) \| Respond to of 176387

Mikey says (CNBC interview): "We grew at 3.6 times the rest of the industry." He said this several times. Hopefully people listened and understood! -ac