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Technology Stocks : Dell Technologies Inc.

DELL 120.53

+0.7%

Jan 16 9:30 AM EST

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To: Kenneth R Miller who wrote (32771)	3/6/1998 6:46:00 PM
From: Jim Patterson	Read Replies (5) of 176387

It amazes me how predictable the the comments are on this thread are from the DELL bulls. Bad news from INTC....INTC and DELL are not related. Bad news from CPQ.... DELL is the reason CPQ has a problem. Dell is great. DELL PR says the 5 weeks into the quarter there are no problems. DELL is GREAT. CPQ and INTC still have 4 weeks in the quarter and they are disasters. It is just an Invertory problem. It is company specific. This is not like last year when GTW management screwed up for 3 quarters straight. Sales were never a question there. The two BIGGEST companies are seeing problems in the PC industry, and the Dell bulls say buy the dip, our company can never have a problem. With DELL having a PR on a bidaily basis, they have to deliver in May, if they don't, they will be looking at a huge class action. Don't get me wrong here, I am starting to think yall are right, except my argument keeps getting help. Jim

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