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Technology Stocks : Dell Technologies Inc.

DELL 114.44

-3.4%

Jan 30 3:59 PM EST

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To: Hugh W. who wrote (28547)	1/27/1998 12:15:00 PM
From: Rio Jangada	Read Replies (6) of 176388

Time to short! CPQ, HWP, and IBM dominate the corporate computer market. Dell is shut out of the high end and can only provide corporations with quick PCs to fill in the gaps. Dell's future is one of dwindling average selling price and dwindling margins. For those with access see the article in today's San Jose Mercury news about the big 3 (CPQ, HWP, and IBM). RJ, short again today at 96.

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