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Technology Stocks : Dell Technologies Inc.

DELL 125.88

-1.6%

Dec 31 3:59 PM EST

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To: Paul van Wijk who wrote (21963)	11/18/1997 12:53:00 PM
From: Paul Merriwether	Read Replies (1) of 176387

<<Do you also understand that this "continued decline" is good news for Dell (and CPQ), because the decline can be explained as losing market-share to WINTEL-servers & workstations. >> Or it could be explained as "market saturation for expensive workstations". This would be long term bad news for Dell as WELL! (cpq not as much since they are now planning to compete in the sub1000 sector). I feel short term good news for Dell(but a medium term disaster). Good luck!

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