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Technology Stocks : Dell Technologies Inc.

DELL 114.44

-3.4%

Jan 30 3:59 PM EST

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To: D. Swiss who wrote (19112)	10/25/1997 4:06:00 PM
From: John Koligman	Read Replies (2) of 176388

Hi Drew, Yes, I'm sure most of us understand what he is trying to do. The article was very one sided in that there was no mention at all of exploding demand, Barron's asked about it but he simply said that things are slowing down. Even if that were true, it's obvious that the duopoly is taking market share from just about everyone else in the game, and I am still betting on a very nice Xmas run. If that occurs, I will most likely be out of CPQ at that time, which of course means both stocks will continue going up. Eventually Fleckenstein will be at least somewhat correct though, the question is how far in the future will that be. When it comes, though, at these levels Dell and CPQ will make the shorts a LOT of money in a relatively short period of time, in my opinion. John

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