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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: Patrick E.McDaniel who wrote (33032)	3/8/1998 12:33:00 PM
From: Gabriel008	Read Replies (1) of 176387

Patrick, in assessing the INTC & CPQ warnings last week I believe we could see additional warnings this coming week. The most likely candidates are Seagate, Quantum and Western Digital. In the case of Seagate this would be no big surprise since they've made warning a normal quarterly event. Since CPQ warned because of their North American commercial business we could potentially see a warning from Big Blue. However, IBM has such large critical mass and lower PC market share that it may allow them to better absorb pipeline inventory than CPQ.In any event, should IBM warn we can expect HWP to warn next month. The big question in all of this - will Microsoft warn given all of this liquidation stock in the pipeline? Probably not since they've got unearned revenue squirreled away in their balance sheet that would probably allow them to compensate for softening software sales. In the final analysis should any of the above Disk Drive companies, IBM or Microsoft warn we could see some additional downward pressure on DELL's stock price this week. And, if you're like me and still hold some March call options rolling them over into April may not be a bad move.

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