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Technology Stocks : Dell Technologies Inc.

DELL 127.78

+1.5%

3:59 PM EST

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To: McNabb Brothers who wrote (17251)	9/28/1997 4:32:00 PM
From: Jack T. Pearson	of 176387

Hank, I believe INTC will exceed sales and earnings expectations when they report on Oct 14; CPQ will exceed sales and earnings expectations by very wide margins when they report on Oct 16. As soon as CPQ has peaked (maybe Oct 21?), I will sell my CPQ and buy more DELL. I think DELL will move up with CPQ between now and CPQ announcement. Dell management has been hinting at big sales and margins increases this quarter. I believe them. So do most other DELL owners. Your best chance to short DELL is if Dell misses estimates in Nov. By then it will probably be 20pts higher. Jack

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