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Technology Stocks : Dell Technologies Inc.
DELL 122.55+4.4%Nov 21 9:30 AM EST
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To: KM who wrote (78487)11/12/1998 9:27:00 AM
From: Lee  Read Replies (1) of 176387
 
Trufflette,..Re:.. Unsung Heroes: Kumar Treads on White-Shoe Types' Toes

Thanks for the article on Kumar. It was obvious from the interview this morning that he had done his homework in arriving at his numbers. I think the discrepancy (between what is expected and what he has deduced) might be explained by the fact that the IDC/Dataquest numbers contained the July sales rather than the October sales as Jim Kelley has pointed out. At any rate, we'll know shortly.

Thanks again,

Lee
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