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Technology Stocks : Dell Technologies Inc.

DELL 140.89

+1.5%

9:41 AM EST

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To: Frank Ellis Morris who wrote (82551)	11/28/1998 10:16:00 AM
From: Robert Scott Diver	Read Replies (2) of 176387

Frank, IMHO IBM is going up because it is obvious that mainframes are making a comeback and that IBM is selling them at a record pace. G5, the latest sold 1000 machine since the August introduction. This is the fastest pace ever. The average price is around $2,500,000 for a G5. Hows that for a great ASP? Right now there is good news for DELL, but nothing "out of the ordinary" considering continuing high expectations. I am long both stocks, so I have been following each with great interest. Positioning DELL as an internet stock (actually and perceptually) is key. IBM is viewed by some as an internet play. Scott

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