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Technology Stocks : Dell Technologies Inc.

DELL 119.41

-2.7%

Nov 19 3:59 PM EST

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To: jim kelley who wrote (98612)	2/13/1999 10:08:00 AM
From: Mohan Marette	Read Replies (7) of 176387

"Dell shares are weak today...due to competitors statement..'Merrill Lynch. Jim Check this out from Merrill Lynch,the report is from yesterday (12th), 'stockman scott' posted it here the other day. Says,as you can see,Dell share are weak on account of competitors statements that Dell's revenue would be 'light'. Would you believe it!!! Looks like Dan Niles and Smith Barney etc are making comments about Dell's demise based on competitors comments! WOW that is a 'good'un'.<g> ======================= "..CTC, Drew, Mohan, Kemble and Others... I just picked up a new update from Merrill Lynch and it is quite positive. Here are their latest comments on DELL: Merrill Lynch Intra-Day Special Call (2/12/99) "DELL shares are weak today primarily due to a competitors statement that DELL's revenues will be light for the quarter, specifically $5.2B vs. $5.5B, due to a slower corporate market and pricing pressure from IBM resulting in lower ASPs (Average Selling Prices)." ............ "We believe DELL is gaining significant market share in the corporate market."

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