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Technology Stocks : Dell Technologies Inc.

DELL 142.68

-2.7%

Nov 10 3:59 PM EST

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To: Mohan Marette who wrote (58960)	8/18/1998 3:34:00 PM
From: T.R.	Read Replies (2) of 176387

Mohan, Somebody mentioned Michael speaking tomorrow on national T.V. That thought has given me added confidence for the next few days. I'll admit I've been disappointed to the run this time around, especially when I look at HWP, CPQ and GTW. All of those companies have disappointed in one way or another over the past couple of years...Dell has not. So to have HWP, which may very well be a fine company, move up because the expectations were lowered is ludicrous when compared to Dell. Even though I own CPQ, it is almost as laughable to have it go up because of "upgrades." AND GTW...well.. suffice it to say I took a bit of a bath with that one in 1997. I'm looking forward to Michael's words tomorrow as much as the earnings report today. Good luck to all the LONGS! T.R. P.S. 35 minutes to close (just in case somebody isn't wearing a watch.)

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