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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: Jim Patterson who wrote (39345)	4/28/1998 5:15:00 PM
From: Ian Davidson	Read Replies (1) of 176387

Hi Jim, I'm curious as to whether you are long anything in the tech sector. It would be my guess you are short the boxmakers? Oh by the way, no I would not disagree with you that Bill Gates said that Win98 will not be the big driver that Win95 was, but how often have you heard him low-ball his comments and estimates? But I heard a tech analyst say on CNBC the other day that unlike Win95, Win98 would be under-hyped but will do very well besides. But you are ignoring the other thing that Bill Gates said namely that Win NT will be the huge driver for MSFT instead of Win98. Ian

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