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Technology Stocks : Dell Technologies Inc.

DELL 122.46

-8.5%

Nov 17 3:59 PM EST

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To: Walt Corey who wrote (44999)	5/27/1998 4:11:00 PM
From: Jim Patterson	Read Replies (1) of 176387

RE: Microsoft has been saying for years now for investors to expect slower growth. Microsoft has gone up quite alot in those years. And despite the fact that MSFT management is right, the stock has gone up and gotten more expensive. MSFT's Q/Q growth has slowed from 80% 6 quarters ago to below 20% but the stock is more expensive today than it relatively was 18 months ago. That is a manical market waiting to get stung IMO. RE: Microsoft will continue to leverage that speed and the i-net using commercial sector will continue to require that speed in processing data and images AND business requirements. The internet and Office9.x, the great killer applications that do not need any more power than is offered for $1,000 today. Until that changes, INTC will not grow revenues. Until INTC starts to grow revenues, the entire sector is a short to me. Jim

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