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

To: Maven1 who wrote (108200)	3/8/1999 12:30:00 PM
From: VINCENT MALGAPO	Respond to of 176387

Hey Guys, bought some DELL after the split on my margin account, hope I won't be disappointed. Found this interesting article today on the-adviser.com New York - This week, we have changed our investment recommendation on Dell to a Long-Term Buy. Previously, we recommended that investors short Dell at $89. Although the stock hit the "high 70's", it reached our short protection number of $85. A nice $4 profit in two weeks. Let's focus attention on some big news. We understand that at the last minute, IBM brass nixed a deal that provided for Dell to begin manufacturing IBM branded PC machines. Our analysts, who are not affiliated with any investment bank, increasingly believe that this large announcement from IBM and Dell is forthcoming. This stunning deal, was apparently nixed over tremendous political infighting within IBM. Our understanding is that a large block of IBM management was overly concerned over the potential channel impact of such a deal. We understand that IBM has decided to wait to judge vendor and channel reaction to last week's deal whereby Dell is to buy approximately $17 billion of IBM computer technology. The deal is bad news for NCR which had announced some service agreements. Some analysts believed that Dell would purchase the ailing and remaining large computer services group of NCR. We are working to confirm additional details. At this time, we are unable to obtain any official comment from IBM or Dell management.

To: Maven1 who wrote (108200)	3/8/1999 1:26:00 PM
From: JRI	Respond to of 176387

We'll see....While I agree that Greenberg and Cramer do occasionally admit their mistakes (which others in the industry rarely do..) Greenberg/Cramer also have an annoying tendancy to write unbalanced pieces...the whole "PC sales going to hell" has been unbalanced..anyone checking all the right sources would know that... If Dell doesn't drop near 40 in the next couple weeks, Greenberg owes an apology for his bad call on Dell...we'll see if he gives it, or if he justs moves on to the next topic (like many others have...) BTW- Cramer's fund had atrocious performance last year. Good thing he got the NYT investment, and will cash out (some) with the IPO...I, for one, would not pay for his service...I'm surprised so many do... Without the IPO/NYT, he would have had a horrible year last year....it appears, now, he is making more money than ever (while performing worse than ever)...Kindof like the big slugger, who after signing the 10 year, 120million dollar contract...only hit 9 homers the next year...