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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 3:59 PM EST

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To: STOCKSTER who wrote (33720)	3/11/1998 9:19:00 PM
From: Mohan Marette	Read Replies (2) of 176387

Well done Ryan. Ryan: Thanks for posting this email you got from Frank Milano of Dell's Investor Relations department.Great job. What I gather from it : 1.The loss of upward momentum for DELL's stock due to the 'proximity effect' due to CPQ's 'pre-announcement',and now today HP etc as the 'street' has a a tendency 'to throw the baby with bath water',DELL being in the same industry and all.This phenomenon seems temporary and soon investors will realize this fact and the stock to move accordinlgy. 2.Very clear message from the company about Q1 99 and that is expect healthy single digit sequential growth as demonstrated by DELL in the past.Also note historically Q3 has been the best quarter for sequential growth for DELL. Very upbeat and reassuring,if you ask me. I don't know what other people interpret this, but this is my take on it. Sure would nice others would post their opinion as well. Once again great job and thanks a million.

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