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Technology Stocks : Dell Technologies Inc.

DELL 129.98

-6.2%

Dec 12 9:30 AM EST

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To: Narotham Reddy who wrote (32379)	3/5/1998 11:32:00 AM
From: Diana	Read Replies (1) of 176387

I vote for Lehman over Cowen. >>Some analysts argued the session could provide a buying opportunity for companies better positioned to deal with industry slowdowns, such as Dell and Gateway 2000 Inc (GTW - news). Because those two companies are direct vendors that build computers to order, they do not build up inventories of finished PCs when demand slows and they can quickly adapt to changing market conditions. ''We continue to believe that direct Tier 1 PC vendors are gaining share and are not subject to the inventory correction which the indirect vendors are experiencing,'' Lehman Brothers analyst Kim Alexy said in a research note. ''We would use weakness in the shares for Dell and Gateway as buying opportunities today,'' she said.<<

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