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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: MichaelW who wrote (97628)	2/12/1999 8:44:00 AM
From: paru	Read Replies (2) of 176387

I think they said Dan Niles of Robertson Stephens is cautious on dell. He thinks dell would meet expectations, but is concerned about ASPs and thinks revenue #s would be soft. Thinks competition is heating up from cpq, hwp and ibm.

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