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Technology Stocks : Dell Technologies Inc.

DELL 125.22

+1.9%

10:50 AM EST

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To: Mohan Marette who wrote (74005)	10/22/1998 8:26:00 PM
From: stockman_scott	Read Replies (1) of 176387

Mohan: Check out these comments from the news.com summary on Gateway's performance: <<Analysts expected stable pricing and seasonal factors to affect Gateway's performance. "While component costs are no longer in a free-fall, the declines continue at a faster rate than price reductions," Piper Jaffray analyst Ashok Kumar wrote in a report today. >> ***These comments should also be considered for DELL. IMO, DELL's costs will continue to drop faster than ASPs -- especially with all of DELL's new inroads in the enterprise market. I'm off to Chicago and I'll post an update over the weekend (after I digest what Michael Dell has to say). Enjoy the evening. -Scott

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