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Technology Stocks : Dell Technologies Inc.
DELL 129.98-6.2%Dec 12 9:30 AM EST

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To: Lee who wrote (38184)4/17/1998 1:58:00 PM
From: Jim Patterson  Read Replies (2) of 176387
 
re: I believe that this is the area where IBM is growing it's business significantly. I also think that as we increasingly network resources and link to master scheduling/planning Level 3 type computers that these services will be increasingly required. This CPQ/DEC combination shows that CPQ is forward looking

Lee,
This is one of the reasons I am short DELL.
Thanks for reiterating the point.

Jim
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