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

To: Chuzzlewit who wrote (102172)	2/17/1999 6:20:00 PM
From: P.M.Freedman	Read Replies (1) \| Respond to of 176387

There is a pie on the table. If you know how big CPQ and IBM bit, you will know how much left for Dell.

To: Chuzzlewit who wrote (102172)	2/17/1999 11:11:00 PM
From: JRI	Read Replies (1) \| Respond to of 176387

Chuzz- Hi.....AOL down in Florida for hours...agree with you on Niles...saw his response on TV about how he arrived at the number...The answer sounded awfully rehearsed, and he stumbled a bit.. The leak could have could from any numbe of people.. I bring the issue up as a sidebar...Niles made a good call; he has his constituency to answer to..One could blame the system, but hardly Niles, IMO.. Final note: He said that the next move with Dell is a buy (with emphasis)..that it will settle somewhere in the 70's before heading back up...does make sense...depends obviously on the strength of the overall market...but it looks like we are already going thru our twice a year tech-led correction (Naz down 10.3% from high, Cisco down 21%, Microsoft/AOL down 15%, Compaq down 18%, etc..)...Looks like we got a couple nervous weeks coming up (which I think will end around the time Dell announced the "New Store" on March 3rd.. A bond trader friend of mine mentioned that this time is always a bit funky, because Japan is closing its fiscal year (don't know if that is end of Feb or March)..Lots of money repatriated in this period...Good thing the tax refunds are coming out (and will be heading, most likely, into the market...). Glad to be back (for a while)