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Technology Stocks : Dell Technologies Inc.

DELL 117.90

+4.1%

10:43 AM EST

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To: Lee who wrote (43945)	5/20/1998 11:35:00 PM
From: Paul Merriwether	Read Replies (1) of 176387

<<So you are shorting on FA?>> Yes. I don't think Dell can provide a good return on investment in the months to come, considering the market climate(competition/price-war(?)), nosebleed level stock price, slowing profit growth and reducing ASP. Their margins may have (slightly) improved but I think those were one time gains based on dropping component price. You don't have to agree with me. That's what makes a market. best -P

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