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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: Mohan Marette who wrote (133225)	6/17/1999 1:53:00 PM
From: stockman_scott	Read Replies (3) of 176387

Mohan: You're better than a Bloomberg terminal <GG>... <<David Wu,ABN Amro: .."I don't think the restructuring is planned ahead of time. They have a problem; they have to fix it," said said David Wu, an equities analyst at ABN AMRO. Wu. "Their costs are too high, and their revenues are too low." >> Yes, the analysts are starting to understand. Now all they need to do is issue SELL ratings on CPQ and STRONG BUY ratings on DELL --across the board. We KNOW where most of CPQ's market share is going. DELL will deliver a better product and service and keep the business. IMO, DELL is still very undervalued vs. the S& P. Best Regards, Scott

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