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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: Mohan Marette who wrote (115888)	4/10/1999 9:47:00 AM
From: John Hauser	Read Replies (2) of 176387

Just my opinion, but Dell is eating CPQ's lunch. INTC will report better than expected which would translate into something contradictory to the general perceptions about PC slowdowns. My opinion is that the pie remains the same size as the wedges wuithin it are changing sizes. That is, the Dell slice is growing and growing and growing.... Didn't Merideth say something to the effect of 50% market share within 5-7 years? Can Dell do that? Why not? Why would anybody question Dell's management. Probably the best run Co. in the world. My bets are on Dell and have been since '95. But what do I know, I'm just a regular schmuck. JH

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