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Technology Stocks : Dell Technologies Inc.

DELL 126.59

+0.1%

3:59 PM EST

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To: Captain Jack who wrote (79730)	11/13/1998 10:13:00 AM
From: BGR	Read Replies (1) of 176387

John, But what changed yesterday that makes these scenario (wrt other box makers) more likely now than the day before? Nothing in the earnings report, I believe. Even ASP's and unit shipment numbers (which IMO are meaningless on their own as they are so much dependent on product mix but since they seem to be the favorite of the analysts let's consider those) remained OK which probably strengthens the reverse case. As for momentum and reverting to mean, again that has got nothing to do with valuation.

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