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Technology Stocks : Dell Technologies Inc.

DELL 118.47

+1.0%

Jan 29 3:59 PM EST

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To: john krom who wrote (28318)	1/24/1998 8:56:00 AM
From: Ex-INTCfan	Read Replies (2) of 176388

The below facts are well-know to the markets: - 70% of Dell's components come from Asia. The should be a major beneficiary of decreased costs in Q1. - Dell derives a miniscule portion of their sales/earnings from Asia. - The Dell business model is proven. Furthermore, Internet sales have passed the $3 million per day mark, with several days before Christmas in the $6 million to $7 million range. I believe you made a mistake selling some of your long position at this time. The runup in Dell was in anticipation of the market's recognition of the above-stated facts. Glad to hear you still hold a position in Dell, even if it is reduced.

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