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Technology Stocks : Dell Technologies Inc.

DELL 132.08

-0.8%

Dec 1 3:59 PM EST

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To: Jim Patterson who wrote (38819)	4/23/1998 7:24:00 PM
From: Chuzzlewit	Read Replies (1) of 176387

Jim, regardless of the market action today (I think its fair to say that it resembled some unmentionable in my litterbox) GTW is a great indication for what's in store for DELL when it reports. Since your prognostications of Dell were based on business issues such as declining demand and narrowing margins, I would think that you would rethink your conclusions in light of GTW's performance. I don't know which way the larger market will move. But I do know that shorting Dell on the basis of execution of its core strength -- JIT assembly and direct sales -- is a patent mistake. TTFN, CTC

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