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Technology Stocks : Dell Technologies Inc.
DELL 129.98-6.2%Dec 12 9:30 AM EST

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To: Sam Bose who wrote (146438)11/3/1999 11:09:00 PM
From: kemble s. matter  Read Replies (2) of 176387
 
Sam,
Hi!!
RE: Michael mentioned 5 PC names, can think of four: IBM, HP, Gateway, and Compaq.....who was the fifth?

Here is what he actually said: "THIS IS A MARKET WHERE THE EFFICIENT WILL NOT SURVIVE. I BELIEVE THAT ONE OF THE TOP FIVE PLAYERS IN THE PC MARKET WILL DROP OUT OVER THE NEXT SEVERAL YEARS."

Who do you think he was referring to Sam?

Best, Kemble
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