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Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

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To: Chuzzlewit who wrote (65801)	9/16/1998 5:19:00 PM
From: D. Swiss	Read Replies (1) of 176387

Chuzzlewit, I don't recall what Rob Williams (of Investor Relations) said of the size of the market when we did our factory tour. I will try to find out. The one thing that I do know is that this is an extremely high margin business and the competition has been making a fortune on this. Dell can easily take significant market share using its direct business model and still make a fortune on this business. :o) Drew

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