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Technology Stocks : Dell Technologies Inc.

DELL 125.97

-1.0%

Nov 25 3:59 PM EST

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To: jim kelley who wrote (22757)	11/24/1997 1:50:00 PM
From: Meathead	Read Replies (1) of 176387

Jim - I'm on vacation this week so I have time to beat up the bears. It sure is easy... and fun too!! Who knows, Dell may only meet expectations and then this thread will be flooded with "I told you so's" and "it's the end of the world" for PC manufacturers. Now fighting the bears under those circumstances will be a BIG job. I don't think the number will have as much of an impact as M. Dell's forward looking statements. He is going to have to walk a fine line setting expectations this time. Paint a rosy picture for future prospects while reiterating the fact that they can't be expected to grow at 100%. Any mention of pricing pressures due to the industry's assault on the direct model and, well, yikes! MEATHEAD

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