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Technology Stocks : Dell Technologies Inc.

DELL 123.88

-0.1%

Jan 6 3:59 PM EST

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To: jim kelley who wrote (37411)	4/10/1998 1:18:00 PM
From: Chuzzlewit	Read Replies (1) of 176387

Jim, I think that GTW is going to be the bell weather here. GTW is closest in operating philosophy to Dell. I like to think of M. Dell's comment this way: he's already seen 75% of the quarter. Remember that Pfeifer warned after seeing only about 33% of the quarter! So I think this quarter is in the bag! Now in regard to market research, I believe that all we really care about is the market for Dell, and who better able to gauge that market then Dell himself. Regards, Paul

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