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Technology Stocks : Dell Technologies Inc.

DELL 119.67

+0.8%

Jan 15 3:59 PM EST

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To: Eddie Kim who wrote (37832)	4/14/1998 8:05:00 PM
From: Chuzzlewit	Read Replies (2) of 176387

Eddie, according to Pfeiffer, Compaq's problems will extend past the second quarter. If you listened to Pfeiffer talk, he explicitly said that the inventory problem was not short term! Those were his words. Are you now agreeing with me that inventory is a major multiquarter problem, or are you arguing semantics? Are you agreeing with our assessment that there is a major problem with sub-zero profitability, or are you arguing that I'm incorrect? TTFN, CTC

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