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Technology Stocks : Dell Technologies Inc.

DELL 140.77

+1.4%

Nov 12 3:59 PM EST

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To: D.J.Smyth who wrote (115296)	4/8/1999 5:04:00 PM
From: Mohan Marette	Read Replies (1) of 176387

Geeez Darrell that was a mouth full.<vbg> I don't know you know this but I don't listen to the guy or the likes of him,well I take it back, I listen but never act on their recommendations. I like you analysis better than his anyway. Though I don't agree with Kumar's price predictions and some of the other things he said, to be fair, he did say for Dell growth would come from the enterprise segment along with peripherals and international expansion. I thought he said something like for every dollar spent on the hardware people spent another 2 to 3 dollars on software and peripherals,sounds good to me, with the gigabuys deal along with Dell's foray into storage and enterprise segment the company can only flourish in the coming years,not forgetting of course the share gain through international expansion. Much obliged for your input.

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