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Technology Stocks : Dell Technologies Inc.

DELL 152.40

-1.5%

Nov 5 3:59 PM EST

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To: Gabriel008 who wrote (40869)	5/8/1998 6:11:00 PM
From: jim kelley	Read Replies (2) of 176387

Gabriel, I have been feling that we are at what Andy Grove calls a strategic inflection point in the market. All the big indirect companies took aim at DELL last August and rallied their troops with plausible battlecrys and here we are now in May of the new year with DELL continuing to grow without a dent in its business model. Of all the indirect companies HWP looks like it has done the best job. I do not see the purchase of DEC helping CPQ. Time will tell....... That is why the stock is climbing.

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