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Technology Stocks : Dell Technologies Inc.

DELL 127.90

-4.4%

Dec 17 3:59 PM EST

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To: SecularBull who wrote (37310)	4/9/1998 2:32:00 PM
From: Jim Patterson	Read Replies (1) of 176387

LoD, On the H&Q INTC upgrade. I find it nobel that they mention DELL as a reason to upgrade INTC, But lets face it, INTC needs a lot more than DELL's 10% marketshare to be bullish inorder to get their revs and EPS back on the growth track. I think the analyst also makes a mistake when he says that due to the increase if P II as a percentage of sales, Margins will go up. Margins on the P II are lower than on the P MMXs that the P IIs are replacing. Now that is a good use of logic. I know this may change with .25 process, but there is no indication of this right now. The SEC cartrige is more expensive than the old socket 7. Jim

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