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

To: Ian Davidson who wrote (125322)	5/16/1999 11:42:00 PM
From: kemble s. matter	Respond to of 176387

Ian, Hi!!! Here is my feelings about this quarter.... "Michael has been spitting nails all quarter..." Go figure... Best, Kemble

To: Ian Davidson who wrote (125322)	5/17/1999 12:28:00 AM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

Ian: Thanks for the update from briefing.com. IMO, DELL will help power the techs higher this week. Mohan's friend Abby Cohen of Goldman Sachs is quite bullish as well .<GG>!!...FYI... Regards, Scott -------------------------------------------------------------------------------------------------------- <<INVESTING DIARY The Queen of the Bulls Still Stays the Course ------------------------------------------------------------------------ Related Articles 5/16/99 The New York Times: Your Money For followers of Abby Joseph Cohen, investment strategist at Goldman, Sachs, it probably seems like a reflex reaction. Bad news prompts a market selloff. Ms. Cohen, a perennial bull, tells investors not to fret. It happened again on Friday as the Dow Jones industrial average lost 193.87 points on the news that the Consumer Price Index rose an unexpectedly sharp 0.7 percent last month, fueling inflation fears. Speaking at a Goldman, Sachs conference, Ms. Cohen said the concerns were overdone. "We don't believe we are on the cusp of an increase in inflation," she said, adding that excess capacity in many industries and stable commodity prices will temper price increases. The Standard & Poor's 500-stock index is in a trading range of 1,300 to 1,350, and it may get a boost as companies report second-quarter profits, Ms. Cohen said. "The direction of the S&P will be higher," she said. Ms. Cohen added that she didn't expect a "significant spike" in interest rates. For the year, she said, inflation will be 1.5 percent to 2 percent. (Bloomberg News)>>

To: Ian Davidson who wrote (125322)	5/17/1999 1:34:00 AM
From: Jim Bautch	Read Replies (2) \| Respond to of 176387

yea, and cisco's rally lasted all of one day, what a joke. Just thought I'd check up on the Dell "hope and pray" thread (or should I say "blind to reality" thread). As I stated in December/January, this stock appears to be dead money at best. You never no, maybe your worshipped god, oops, i mean Mr. Mikey Dell, can save the day with some decent rev. numbers. Funny thing is, I don't think that will be enough. btw, didn't Fidelity dump 50% of its position in this over valued dog. If not, i'd like to now. good luck tuesday, even though its pretty much a slam dunk Dell will hit its numbers. Tico