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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

3:59 PM EST

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To: Patrick E.McDaniel who wrote (145794)	10/26/1999 12:41:00 AM
From: Sig	Read Replies (1) of 176387

<<<Dell could post significant upside surprise in rev. growth.>>> Pat, the value of recent contracts indicates some real serious underestimating of the true growth of the computer industry. If CPQ is planning to sell equipment containing $20 bil worth of memory chips in the next 5 years, and Dell is growing at several times the industry rate then what must be the plans that are 'in the works' at Dell? Well Ok, there are a lot of people in China, and India, and SA Sig

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