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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: Venkie who wrote (33713)	3/11/1998 1:02:00 AM
From: STOCKSTER	Read Replies (4) of 176387

Date: Tue, 10 Mar 1998 17:42:44 -0600 From: "Milano, Frank" To: "'ryan.skinner@enmu.edu'" Subject: RE: dell The market has implied a certain amount of 'proximity effect' associated with Compaq's message, but our dialogue has remained clear. Our model is distinctly advantaged in Q1, when the market historically goes negative (sequential growth) off of the peak in Q4. Dell's historical sequential peak is in Q3, and we tend to grow at positive single digits -- historically speaking -- in Q1. Thus, some of the difference between our positive, upbeat message and the Compaq story is attributable to the difference in regular seasonality in the models. I invite you to call me at 512-728-4243 to discuss this topic fully. Thank you, Frank Milano How do ya'll inturpret this? The unstoppable Bull "STOCKSTER" (new to the thread by the way!)

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