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

To: Finder who wrote (120497)	4/25/1999 6:47:00 PM
From: Robert Scott Diver	Read Replies (1) \| Respond to of 176388

RE: This is the same NY time columnist who took after Lucent last week with old information. She clearly has an anti-tech pro short agenda. Another Alan Abelson. Her assassination of IBM based on overly negative interpretation of the facts is a least shoddy journalism. I particularly object to the shot at "lower stockholders equity" due to share buybacks. There was no mention of equity per share. As a long on DELL and IBM, the only equity this stockholder is interested in is in my investment accounts. Scott

To: Finder who wrote (120497)	4/25/1999 7:22:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176388

Finder, I must disagree. Gretchen Morgenson is one of the finest financial journalists around. When she talks I listen. Maybe you should focus instead on the issue implit in the piece: companies are struggling to make money in this market. Dell and Gateway are clear exceptions. This is why Gerstner has tried to cozy up to Dell. Also, Morgenson was not responsible for the piece last week. The piece simply reported on what an analyst had come up with. It really does no good to bury your head in the sand. That's what the folks on the CPQ thread did when confronted with bad news, and that kind of denial can cost an investor a lot of money. I do not view Morgenson's piece as negative. It is just one more confirmation of Dell's supremacy in the PC business. TTFN, CTC