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

To: Mohan Marette who wrote (102248)	2/17/1999 8:54:00 PM
From: OLDTRADER	Read Replies (1) \| Respond to of 176387

He said it should command a 50 multiple-go to 100 during this year on 2.00 estimate.

To: Mohan Marette who wrote (102248)	2/17/1999 10:11:00 PM
From: PAL	Read Replies (1) \| Respond to of 176387

Hi Mohan-san: Didn't I tell you that a person who used to work for Robertson Stephens told me that Dan Niles is really a smart person and respected as well. Niles, Kumar, Mohan, Raj, Apratim, all from the old country. Is there anybody from India, among the 1 billion people, who is not smart? <g>

To: Mohan Marette who wrote (102248)	2/17/1999 11:31:00 PM
From: SirVinny	Read Replies (2) \| Respond to of 176387

Hi Mohan I think Niles and Kumar were irresponsible in their criticism of DELL'S valuation. They were generally positive towards DELL in long term. Yes, they did say DELL was one of the best run companies etc. etc. However, my criticism of the two Nasal-Lysts is that they seem to hold DELL to a higher standard. Any other company with similar results would have been greeted with homage by the "ombres" on Wall Street. This is unfair to shareholders of DELL to be penalized just because the notch was slightly below that of "excellent". SirVinny