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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 (22766)	11/24/1997 2:46:00 PM
From: Meathead	Read Replies (1) of 176387

Jim - All salient points. I would also be shocked if Oct was a disaster. Higher ASP's due to product mix shift coupled with falling component prices means healthy profits. I am really looking forward to M. Dell's insight into the impact of recent BTO competition. Here was my initail estimate a few weeks ago: www4.techstocks.com I added .02 to .70 cause I'm always too conservative. MEATHEAD

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