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Technology Stocks : Dell Technologies Inc.

DELL 126.42

+2.8%

Dec 19 9:30 AM EST

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To: William C. Spaulding who wrote (21025)	11/10/1997 6:56:00 PM
From: John Koligman	Read Replies (2) of 176387

William - CPQ started tanking the day earnings were announced. They beat the consensus estimate and had great forward looking comments made by management. Based on CPQ's performance and current market conditions, it looks to me as if earnings don't matter too much. Unless market conditions change, why would Dell rocket UNLESS the number was truly a blowout??? John

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