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Technology Stocks : Dell Technologies Inc.

DELL 125.97

-1.0%

Nov 25 3:59 PM EST

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To: Jim Patterson who wrote (55039)	7/29/1998 4:09:00 PM
From: SecularBull	Read Replies (1) of 176387

Jim: When you are expecting no ASP decline, which is what DELL said 2 months ago and now you find that it is happening, I don't care what your come back is, Revenue growth will be lighter than we thought it would be 2 months ago. This is a negative for the Stock, not DELL the company but the stock. I think the Street's expectations in this regard have already been tempered. I would watch what you predict about revenue growth. I think that high-end PC and enterprise businesses are doing very, very well right now (perhaps a good bit better than expected). This should off-set any (relative) flattening of revenues. Regards, LoD

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