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

To: James A. Shankland who wrote (130648)	6/3/1999 3:06:00 AM
From: zalesky	Respond to of 176387

To Shank: AOL's story is just beginning. I think the Big Boys will take it down to about 99 and then all of a sudden it will be a SCREAMING BUY again. The internet story is just unfolding so AOL should return to its old highs by July. Sure Dell is a better buy today than it was a few months back. However, where does it go from here...back up to 35 or 36?? With INTC cutting their chip prices soon this will put a damper on any Dell reversal to the upside. That's why I'm not buying in just yet!! I'll wait for the possible quarter miss in August to pick up a few shares. Until then I think this puppy just wiggles in the wind. Don't fight the tape, don't piss upwind, accumulate a few shares of AOL this morning, then a ton when it cracks 100 for a few minutes. Good Luck!!!

To: James A. Shankland who wrote (130648)	6/3/1999 3:30:00 AM
From: Michael Kucera	Read Replies (1) \| Respond to of 176387

Re: Sure, I agree that if DELL misses expectations next quarter, it will go a bit lower. But I think it's relatively unlikely HIGHLY unlikely. As people have been saying for months now DELL was held to a very high standard and it is unrealistic to expect those results forever, this does not mean they won't deliver good results, just not SUPER good results. The street will get over this and come back in short order. this has happened to csco and intc in the past and last time i checked they survived.