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

To: Chuzzlewit who wrote (116745)	4/12/1999 4:22:00 PM
From: stockman_scott	Respond to of 176387

<<As before, we believe Compaq's problems are rooted in mis-execution rather than a change in the industry demand environment. Compaq's disappointment in this year's 1Q extends a pattern evident in its 1Q's over the last several years. Dell* (DELL, $43, BUY), Gateway (GTW, $73, BUY), and Apex PC Solutions* (APEX, $15, BUY) would be the best buy on weakness opportunities.>> Chuzz: Thanks for posting the Montgomery report. I just read it on First Call and I posted what I feel is the key passage above. DELL will rise again. Best Regards, Scott

To: Chuzzlewit who wrote (116745)	4/12/1999 4:35:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Ref:NationsBac Montgomery comment,CPQ a show-me stock? Well it is more like 'show-me-the-money-man' stock and they ain't showing nothing but incompetence,arrogance and deception for the last year or so. They have a 'buy' rating too (simply amazing),funny it is not their money they are buying it with and that is the sad part.

To: Chuzzlewit who wrote (116745)	4/12/1999 5:13:00 PM
From: edamo	Read Replies (1) \| Respond to of 176387

chuzz...re cpq not sure of the numbers.. wouldn't you categorize it as irresponsible on the part of pfeiffer and mason in stating that they still don't know how bad things are..even after the close of a quarter...silly me. i thought it was management charter to know real time what the financial outlook is....a lot of bleeding can occur by the time they find the wound....how in the name of all that is holy do they set their pricing..appears based on market pressure and inventory levels instead of cost factors...what a way to run a $40b company.....