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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

3:59 PM EST

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To: Meathead who wrote (27215)	1/9/1998 11:16:00 AM
From: Jim Patterson	Read Replies (1) of 176387

::Dell sells SCSI mainly on Workstations and Servers not the ::Where Dell does sell SCSI is ::growing like mad. I picked and chose from your responce. We have agreed that DELL makes a lot of their profits on Workstations and Servers. ADPT sells SCSI that is used in these products. ADPT says that SCSI sales disapointed. Perhaps that area where DELL is growing like mad is where ADPT is seeing weakness. When I said >$2,000, I meant Boxes in general over that price. Not a specific class of box. You divide the PC group into tiers based on product, I devide on price. Higher Price is more powerful and does more. >$2,000 is higher priced and that is where ADPT says they saw weakness. DELL could be seing weakness. Management will not tell anyone if this is happening until they can no longer avoid it.If it is happening. Evidence may be mounting. Jim

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