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Technology Stocks : Dell Technologies Inc.

DELL 141.09

+1.5%

2:50 PM EST

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To: Lee who wrote (32663)	3/6/1998 5:21:00 PM
From: Jim Patterson	Read Replies (1) of 176387

RE: we choose companies where the risks of revenues falling by 50% are slim to none 50% is a stretch, How about 20% sequentially as in CPQ's case, 1st Q Vs 4th Q. You know Revenue does not have to drop much to eliminate all EPS. CPQ is proof of that. You know I heard a rumor that this CPQ thing was coming. Too bad rumors are so unpredictable. DELL 130 1/2 @ 5:07 in Instinet. Jim

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