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Technology Stocks : Dell Technologies Inc.

DELL 133.75

+2.5%

Dec 16 3:59 PM EST

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To: D.J.Smyth who wrote (33404)	3/9/1998 7:49:00 PM
From: Lazlo Pierce	Read Replies (1) of 176387

Darrell, IMHO the reason for the CPQ upgrade, and dell downgrade is price and risk/reward. Mny are bearish short term for techs and boxmakers. At this point CPQ doesn't have too much more downside, what 20% to 20? While Dell if indeed does stumble, they could be looking at a 30 - 40% haircut (from 69 to 48 would be 30%), and relative upside short term in a corrective stage is limited. So.... Dave

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