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Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

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To: Jim Patterson who wrote (43165)	5/19/1998 10:27:00 AM
From: Lee	Read Replies (1) of 176387

Morning Jim P.,..Re:<<As a short, seeing the stock run 9% in the 2 days before the report..>> I wouldn't worry too much since some of the 9% could be traders playing earnings. But then again, if Dell blows away consensus estimates, there may very well be lots more Mom and Pop, hold it to the grave, type investors coming in. Or maybe that's who is buying now and you really do need to be worried. I'm not worried since I'm not trading Dell and since the fundamentals of the industry, and Dell specifically, haven't changed significantly. IMHO Regards, Lee

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