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

To: Indelible who wrote (116225)	4/11/1999 2:18:00 PM
From: Stonehenge	Read Replies (1) \| Respond to of 176387

Good afternoon. Can anyone recommend a strategy going forward with Dell? I want to add to my substantial position tomorrow but at what price are the rest of you going in? It clearly will open much lower than Friday's close but how much lower and is it a bargain or just fairly valued at around 40? Any suggestions would be appreciated.

To: Indelible who wrote (116225)	4/11/1999 11:11:00 PM
From: Mohan Marette	Respond to of 176387

Indelible: Hugh Johnson,First Albany on CPQ's warning and what tomorrow may bring. dailynews.yahoo.com ''This is going to be a tough tough thing for tech stocks but keep in mind that in some ways Compaq and Oracle for quite a while have been in a world of their own,'' said Hugh Johnson, chief investment officer of First Albany Corp. ''You've seen solid underperformance from Compaq on many days when IBM, Dell, Cisco and Microsoft have been strong.... The initial reaction will be negative for the tech group but I think the market will quickly sort out the group,'' he noted. Some institutional investors wasted no time dumping stocks of leading technology companies late Friday.