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

To: edamo who wrote (109244)	3/12/1999 1:25:00 PM
From: BBG	Read Replies (2) \| Respond to of 176387

A portion of the latest from Cramer with some humoroues comments about Dellionaires.... Readers Come Through with Net-Upgrade Plays By James J. Cramer 03/12/99 08:02 AM ET Anyone who doubts the beauty of the stock market's pricing mechanisms should just look in my mailbox after the piece I wrote asking for help in trying to play the Internet upgrade cycle. Within 10 minutes of the piece hitting the site, my mailbox was flooded with all sorts of cogent ideas about the best ways to profit from what we all know is happening. Amazingly, the letters I received quickly break down to three major themes: bandwidth, in which everyone wants to play Qwest (QWST:Nasdaq), Corning (GLW:NYSE) and Uniphase (UNPH:Nasdaq); retail, where people want Best Buy (BBY:NYSE) and Circuit City (CC:NYSE); and cable modems, in which people want to bet on @Home (ATHM:Nasdaq). Of course there are other outliers and many off-the-wallers. There are the Dellionaires, who all insist that the way to play this is Dell (DELL:Nasdaq), but they might think the way to play world peace is through Dell -- or through universal healthcare, for that matter. There are the people who want to buy Microsoft (MSFT:Nasdaq), even though I think that company may be the antithesis of how to play this cycle, at least right now. BTW... INTC confrence is over and no warning... Regards BBG