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Technology Stocks : Dell Technologies Inc.

DELL 122.70

+0.2%

Nov 18 3:59 PM EST

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To: The Phoenix who wrote (97895)	2/12/1999 1:41:00 PM
From: Lizzie Tudor	Read Replies (1) of 176387

Gary, I firmly believe that Dell will continue to trounce the other boxmakers, including Suns low-end offerings. Cpqs recent numbers were not great - no one is taking mkt share away from Dell. But, if the enterprise space starts to decline thats another matter, and then everyone will suffer. The argument we were having last summer was different, we were assuming the enterprise space was continuing to grow at a robust pace. I agree with Chuzz that Dell valuation was awfully rich at $100. Michelle

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