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

To: Mohan Marette who wrote (116085)	4/10/1999 8:07:00 PM
From: stockman_scott	Read Replies (3) \| Respond to of 176387

OT----<<Financial Stocks Picked by Morgan Stanley's Wien on 'Rukeyser' Owings Mills, Maryland, April 9 (Bloomberg) -- Citigroup Inc. and First Union Corp. are among the financial services companies recommended by Byron Wien, Morgan Stanley Dean Witter's chief U.S. portfolio analyst, on Public Broadcasting System's ''Wall Street Week with Louis Rukeyser.'' Wien termed himself a ''nervous bull'' about the U.S. stock markets as the Dow Jones Industrial Average trades above 10,000. Financial stocks, some Internet-related issues and telecommunications stocks may do well in coming months, he said. ''I think the market is probably going higher, but it's going to have trouble making progress from here,'' said Wien, noting that only a few stocks are driving markets higher. He said some material stocks such as papers, chemicals, aluminum and copper may also be good investments in coming months. Wien also recommended American Express Co. Among Internet-related issues, he mentioned Cisco Systems Inc., Intel Corp. and Microsoft Corp. Other stocks such as MCI WorldCom Inc., Time Warner Inc. and Clear Channel Communications Inc. might warrant investor study, Wien said. He said he is apprehensive about some Internet stocks such as America Online Inc. and Amazon.com Inc. because of their high valuations.>> Mohan: He makes the expected comments about the net stocks -- yet the 2 he mentioned (AOL and AMZN) I also have some near term valuation concerns about. I like the younger net companies with more upside. He IMHO also should have added DELL to his list of "internet - related companies that warrant attention."....MSDW only has an OUTPERFORM on DELL<GG> .....Maybe his firm wants a few more cheap shares of DELL early next week before he'll start mentioning it in interviews...!! Best Regards, Scott