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Technology Stocks : Dell Technologies Inc.

DELL 140.70

+1.8%

3:08 PM EST

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To: Chuzzlewit who wrote (136925)	7/17/1999 12:40:00 PM
From: George Wave	Read Replies (1) of 176387

Chuzzlewit, Thank you for your response the other day re: reasonable expectations for Dell's growth. It took me a little while to understand your calculations, but they now make sense to me (and my brain given a much needed mathematical exercise!). After Friday's meeting, I wonder if you would prognosticate on revenue and EPS growth. Would you change any of your assumed values? Re: GTW/CPQ, your comment regarding a clash of wills is for me the crux of the biscuit in this potential combination. We're talking about two VASTLY different corporate cultures, which are in essence, a reflection of Rosen and Waite. If that hurdle were to be overcome, I would watch this situation ever so carefully, IMHO. Best regards, George

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