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Technology Stocks : Dell Technologies Inc.

DELL 114.44

-3.4%

3:59 PM EST

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To: Sonki who wrote (20430)	11/3/1997 7:57:00 PM
From: jim kelley	Read Replies (2) of 176388

Sonki, I have not heard that rumor. I think a 2:1 stock split is more likely. There have been many rumors about DELL lately. However, there has been little in the way of facts to support these rumors. I believe a lot of this is just bear talk. I see no discernible reason why DELL can not meet and even exceed their numbers. Nothing has changed fundamentally except a flattening of growth in Souteast Asia. This latest correction appears to largely be a technical correction accentuated by excess fear and greed. Longer term, we need to keep an eye on the possibility of some deflation. DELL has only 6% of its business in SEA. What are Lucy's new estimates?

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