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Technology Stocks : Dell Technologies Inc.

DELL 126.59

+0.1%

Dec 22 3:59 PM EST

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To: Jim Patterson who wrote (51522)	7/15/1998 6:38:00 PM
From: Craig Lieberman	Read Replies (1) of 176387

Jim, It seems that your message in general is... "watch out... it may fall" or " it can't go like this forever..." I agree with you in general. It is just that we will see signs of change. We will see some fundamental attitude, competitors, or some significant shifts that start to effect the company profitability. None of the items raised by DELL bears have proven themselves to be a death blow to this company. Not Asia, not $1000 PCs, not CPQ channel stuffing, not failing to provide integration services through in company providers, not competition from Gateway in the direct market. Where is the bullet coming from? If your message is that there may be a bullet coming, it is not helpful. I do appreciate your suggestions for possible 'bullets' to the future. After all, we can keep our feet on the ground while our heads are in the clouds. (We just have to get realllllly tall, or is that LONNNNGGGGGG). Craig

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