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Technology Stocks : Dell Technologies Inc.
DELL 138.22-1.6%3:59 PM EST

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To: T L Comiskey who wrote (60195)8/21/1998 9:47:00 PM
From: D. Swiss   of 176387
 
DREWTERS REPORT************

Here we are at the Quarterly Dell-BQ Dellabrating the great earnings report this week, the splitsky announcement and the China announcement. There were plenty of tubesteaks, hamburgers, venison and chocolate chip cookies (care of my sweet wife Amy). Reverend Kemble, the main Dellvangelist was in rare form. He told tales of our great Dell trip to the annual meeting, his visit to the new server plant and his visit to some other plant that Dell is building that no one else seems to know about, but it looks like a huge track of land being developed.

All I can say is this, if Dell can make more than CPQ, IBM, HWP and GTW for the past two Quarters, in the midst of a price war, can you imagine what Dell will make now that pricing pressure will be easing. There is only one thing I can say to respond to this.

WE'RRRRRRRRRRRRRRRRRE GONNA BE RICHHHHHHHHHHHHHHHHHHHHHHHH!!!!!!!!!!

:o)

Drew
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