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Technology Stocks : Dell Technologies Inc.
DELL 133.35+0.1%Nov 28 9:30 AM EST
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To: Mohan Marette who wrote (132116)6/9/1999 3:03:00 PM
From: GVTucker  Read Replies (1) of 176387
 
Notes from the Dell presentation at the PW conference:

Sales in the 2Q (July) are being helped by better performance in Europe and China. Demand is 'exploding' in China (Of course, its easy to explode off the current base.)

Peripherals sales could help out gross margins in the rest of the year.

Dell is not going to make a major acquisition in the near future.
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