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Technology Stocks : Dell Technologies Inc.

DELL 114.44

-3.4%

Jan 30 9:30 AM EST

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To: Patrick E.McDaniel who wrote (7991)	6/3/1997 9:52:00 AM
From: jbn3	of 176388

Patrick WDC CEO made a nice performance. Pointed out that there would be no price war; that the management of all companies is concerned with stockholder value; that SEG was adjusting production, rather than cutting margins via price war; and emphasized the SEG stock buy-back. Talked about analyst expectations for WDC for next two quarters, and said he was very comfortable with them. Also pointed out that all boxmakers were doing quite well; he sees no industry slowdown. three

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