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Technology Stocks : Dell Technologies Inc.

DELL 133.18

-0.1%

Nov 28 12:59 PM EST

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To: larry who wrote (49891)	7/7/1998 1:23:00 AM
From: Lee Martin	Read Replies (2) of 176387

Larry, I think the MM's may be anticipating some bad news out of INTC next Tues(14th). The same situation happened last Q when DELL started its run shortly after INTC posted, which is always about 4 weeks prior to DELL's earnings. So we may have to get INTC and maybe CPQ(15th?) out of the way before Dell can take off, hopefully right around the annual meeting on the 17th. MSFT's report should help light the fire, after all most of that new software is being installed in somebody's new box, which hopefully came from DELL! So I think I understand why Dell is going sideways to down right now and I'm not worried. My one question is what's up with GTW? Nothing I've read would make me want to buy GTW. Then again I didn't buy any internet stocks either. Yet they are all strong. When this trend reverses will the hot $$ flow back into the previous leaders DELL,MSFT,CSCO, etc.? Regards, Lee

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