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Technology Stocks : Dell Technologies Inc.

DELL 127.75

+0.2%

3:46 PM EST

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To: Mohan Marette who wrote (108132)	3/8/1999 8:16:00 AM
From: Sig	Read Replies (1) of 176387

Morning Mohan: It looks like we now begin the year all over again today with a level playing field and twice as many shares. Not too bad a start, Dell rises 46% in Jan, is now sitting with a 26% gain so far after being stabbed in the back by Dan Niles and friends. One of the to-be-expected yearly tankings( the Spring cleaning) of the Market is finished with minimal consequences and the often predicted 10K Dow is in view. We can expect the following to be reported: 1. Cpq vacates the No 1 spot and challenges HWP for No.3. Despite this the analysts will continue to rate cpq with more buys and strong buys then for Dell 2. Dell has locked up the 'stock of the decade' title with this last split and will be voted the 'stock of the century' 3. Dell's plan to reach 50% of sales over the internet is running ahead of schedule as a result of the alliance with IBM 4. Dells market cap exceeds $200 bil and web sales exceed $xx/day Overall the IBM deal will provide many headlines thoughout the year,and ammunition to better keep the bears at bay Good luck Sig

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