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Technology Stocks : Dell Technologies Inc.

DELL 140.41

+1.1%

Dec 8 3:59 PM EST

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To: jim kelley who wrote (84967)	12/11/1998 6:37:00 PM
From: John Koligman	of 176387

Jim, I have taken a look at it. Thanks for the info. I've tried to establish some type of baseline by comparing it to at least one other company that was in trouble some years ago, and what it's reporting looked like at the time, but I really can't deduce very much from it. You have commented several times on the difficulty of managing CPQ's myriad businesses. Sure, the story is more complicated than Dell's, but I doubt it is more complicated than a company such as IBM's. Yet, they had a CEO basically parachute in and run with it during a time where IBM was pretty sick. Seemed to work out OK. Once again, time will tell how things work out. John

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