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Technology Stocks : Dell Technologies Inc.

DELL 129.98

-6.2%

Dec 12 9:30 AM EST

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To: Boplicity who wrote (114568)	4/7/1999 1:12:00 AM
From: GRANOLA	Read Replies (1) of 176387

GREG and ALL, re: <Thread, Nice move in the face of MD telling us the growth has slowed, very encouraging. Greg>...note MD said growth would likely be "less than 50%"...there is a big range betw the 38% of last Q and 50%...think about why he would choose 50...seems to me it must be greater than 45%, no? if so, that is terrific news relative to Q4, which is traditionally a BETTER Q than Q1. IMO he is telling us that Q1 will surprise on the upside, and it will only get better after that through year end...not to mention the other variables such as IBM/Dell deals to come, gigabuys, and other net surprises...good show! Hopefully IBM's loses in PC sales have gone directly to dell, which would also make sense in light of who IBM has chosen to team up with...IMO the old high of 110 is soon to be broken!

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