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

To: Frank Ellis Morris who wrote (110376)	3/20/1999 7:07:00 AM
From: Catcher	Respond to of 176387

frank, re downgrading of ibm hurting dell on friday. after the close i saw bbrs dan niles (remember danny boy) on cnbc saying nasty things about ibm & narrowing in on their equipment/hardware sales. couldn't tell whether he was talking about mainframes, servers or pc's i think monday is gonna be tough for dell & all other box makers. thinking might be niles was right on dell and here he is narrowing in on ibm's equip sales i understand intel is comfortable with current estimates & they're seeling those chips to someone. maybe buying opportunity for dell mid week. intc is selling chips to someone and it appears that it ain't ibm or cpq