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Technology Stocks : Dell Technologies Inc.

DELL 138.94

0.0%

Dec 5 9:30 AM EST

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To: D. Swiss who wrote (90639)	1/21/1999 5:18:00 PM
From: JRI	Read Replies (1) of 176387

Drew- I would rather see Gateway make their number than IBM....I feel certain that Dell goes head-to-head against IBM in a lot more segments (than GTW)...I would think (primarily) Dell and GTW compete in small-business (the most)...Even in consumer, I think Dell plays at a different level (for the most part).. Man, given the growth that Microsoft and Intel are telling us occurred in 4Q, and given IBM's weak hardware, and Gateway's good (but not great) numbers, Dell had to have done well (Compaq too)..in 4Q...can't wait to see the Dataquest/IDC numbers... I think the market will be kind tommorrow to Gateway/Dell..

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