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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: Patrick E.McDaniel who wrote (44167)	5/21/1998 5:31:00 PM
From: Mr. Aloha	Read Replies (3) of 176387

If you believe everyone will continue to buy computers at the same horid pace.. and all these companies will NOT AFFECT DELL by lowing prices to clear inventory than.... I guess you will sleep well. I don't have a position, I don't want a position, I'm just stating what the market sees right now. If the other guys hurt, DELL WILL eventually hurt. A computer is a computer and if the price is right they will buy from Compaq, IBM, HWP, etc.. that's how you UNSTUFF a channel etc.. This is a commodity business and the only players that really make out when something like this happens if SOFTWARE. Good luck! Aloha

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