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Technology Stocks : Dell Technologies Inc.

DELL 120.53

+0.7%

Jan 16 9:30 AM EST

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To: Fangorn who wrote (42121)	5/14/1998 5:14:00 PM
From: Jim Patterson	Read Replies (3) of 176387

RE: <<<HWP has "missed" 8 of the last nine times. Their "excuse" this time is PC pricing, Asia, etc. Same old, same old. Next week we will see just how different Dell really is. >>> Steven, I dare say, If HWP had only experienced a 20% pricing decline as opposed to the reported 40% decline, I think the miss would have been only a few cents instead of 12 cents and a a big revenue miss. Think about that, 40% price declines. Seems pricing was most severe in the Corp Desktop business. Good thing DELL is not a big player there, or counting on a lot of growth there.:) Yes, Next week we will find out how different DELL really is. Is DELL immune, do they justly fear nothing ? Next week will tell all and one side will get to say I told you so. I am nervous about it, are you? Jim

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