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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: Mohan Marette who wrote (77505)	11/10/1998 10:45:00 AM
From: rudedog	Read Replies (1) of 176387

Mohan - I think Kumar was also fooled by the share shift, which was caused not by a slowdown in Dell 3Q sales but by under-reporting of sales to customers by CPQ, IBM and HP in 1Q and 2Q. His work seems pretty superficial.

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