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Technology Stocks : Dell Technologies Inc.

DELL 135.98

+3.0%

3:59 PM EST

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To: stock bull who wrote (45972)	6/3/1998 7:59:00 AM
From: AL TOTH	Read Replies (2) of 176387

<Goldman Sachs (the Big Boy) visited DELL CFO yesterday as reported to First Call. Dell "remained optimistic on the outlook,citing low penetration rates,>> Al, do you have any idea what is meant by..."low penetration rates"... Good point--I was confused by that terminology too. My best guess is that its competitors are not penetrating its margins or market share or ASPs or all of the above? AL

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