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Technology Stocks : Dell Technologies Inc.

DELL 120.22

+0.5%

12:50 PM EST

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To: Patrick E.McDaniel who wrote (42230)	5/15/1998 8:05:00 AM
From: D. Swiss	Read Replies (1) of 176387

To all: relax!, Dell will do fine. Mikey and his crew will take good care of us. Most of the PC companies have cut prices to meet Dell rather beat Dell. As we have seen a few weeks ago in the GTW report, the companies like GTW and Dell that are direct makers are in the best position in an environment of falling component costs. GTW INCREASED its gross margins in this environment. I have every confidence that Mikey has done the same. Dell will be the industry leader for a long time to come. They represent the epitome of continuous improvement. I for one are sticking with Mikey for the long term and look forward to the future long term solid performance. After all if we get just 10% of the performance that we received over the past 8 years over the next eight years, that would would be a cool 2,960% (29,600 x 10% - for the mathematicians in the crowd) return. I'll take it. Best of luck to everybody. :o) Drew

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