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Technology Stocks : Dell Technologies Inc.
DELL 138.58-1.5%Dec 11 3:59 PM EST

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To: McNabb Brothers who wrote (18488)10/17/1997 2:29:00 PM
From: Ruduee   of 176387
 
hello, Hank
I can see nasdaq dropping under 1600 and DELL between 80-85
but I think the coming earning report in Nov will bring DELL back to 95+.
I see the PC industry consolidating with all component makers slashing price with decreasing margin, profit.(CPU,disk drice,memory)

however, DELL & CPQ are emerging as winner within the box maker camp.
software company could benefit because of record volume PC shipped.

Regards,

Ruduee

Holding on Jan99 LEAPS until expiration
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