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Technology Stocks : Dell Technologies Inc.
DELL 118.75-0.8%3:59 PM EST

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To: Venkie who wrote (26392)12/28/1997 2:21:00 PM
From: kemble s. matter  Read Replies (1) of 176387
 
Venkie,
Hi!!! Happy New Year....and it will be........

Rumor has it that many of the fund managers have been discussing the margin situations due to the Asian Flu......in the recent weeks...Dell has been the topic of conversation with many of these managers....word around is..... due to the collapse each time of the markets overseas....Dell buys components on these diips...Also, concerns over inventory.......Dell once again the mention of the possible greatest benefits due to the direct sales and quick inventory digestion.....CPQ possibly clogged with inventory ....another rumor as to why fund managers are possibly targeting Dell as the one to invest in .....these rumors are a possible upgrade of Dell by an investment firm in the near future....
Best, Kemble
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