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Technology Stocks : Dell Technologies Inc.

DELL 120.60

+1.8%

Jan 9 3:59 PM EST

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To: Jim McMannis who wrote (42057)	5/14/1998 12:24:00 PM
From: Jim Patterson	Read Replies (3) of 176387

re: HWP just needs to cut jobs. They are too fat to make money in the competitive box market. They had 70% Unit growth !!!! They had 40% Price declines !!!! This is not a good business to be in. Just cutting jobs will not fix the problems in the PC industry. The problem in the PC industry is over capacity, and slowing end user demand. No one in the industry will be immune. When DELL fails to meet it's internal unit growth forcast, the inventoryless company will have an inventory problem just as GTW did. Jim.

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