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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: D. Swiss who wrote (145388)	10/20/1999 7:34:00 PM
From: Boplicity	Read Replies (1) of 176387

+(G)TW = Consumer, ?(D)ELL = Business, -(I)BM = Business add -(H)WP and -(C)PQ. +1G - 3I -2H - 4C < +5D Too many warnings in the same segment. I will grant you the following. If DELL gets to 33 it will be double this time next year. All the current problems, DRAM cost, Y2K, are transient in nature so when we see the number this time next year, the comparison will be up against less then rosy reports that we have now. Also GTW beating by a penny is not by much, but the deal with AOL is big. Why isn't DELL doing the same kind of deals? G

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