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Technology Stocks : Dell Technologies Inc.

DELL 138.58

-1.5%

1:36 PM EST

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To: Fred B. who wrote (121486)	5/1/1999 1:38:00 AM
From: GRANOLA	of 176387

FRED B: DITTO!! thanks for the synopsis. may i add to it that MD said that DELL is "firing on all cylinders" but that the growth rate will be less than 50%, which IMO was the big hint that it WILL be somewhere above 45%. If he would have said "above 45%" that would have added to the usual pre-earnings hype...and possible disappointment when dell didn't beat the whisper # by 3-4 cents. Now everyone will be thrilled if they MEET the whisper IMO, which is better for us shareholders. CREDIBILITY, as you pointed out, is CRUCIAL this quarter for dell...more than ever before...mgt knows this and will not violate shareholder trust...nor will they make the same sales mistake twice - IMO that problem was well understood, easily fixed, has been fixed and is history... if it hadn't been for cpq's ethical issues, dell's share price would be around 50 right now...all the negative industry hype has kept it down...but not for long IMO, which is why i have been accummulating more each time it dips below $41. cheers, GRANOLA

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