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Technology Stocks : Dell Technologies Inc.

DELL 135.98

+3.0%

Dec 2 3:59 PM EST

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To: JRI who wrote (120699)	4/26/1999 5:07:00 PM
From: Mike Van Winkle	Read Replies (1) of 176387

John, thank you for outlining the many unknowns in the Dell revenue-earnings story. I am in the camp that thinks Dell's target is to regain some of the lost stellar growth reputation it lost last February. I also think that they reached the high end of their target range. I am expecting Kumar's 5.7B to be close in the revenue projection as it was close to the release date on the Dataquest/IDC reports. I have been following the IBM royalty discussion with a belief that it is real, and with this being the first quarter to reflect it, there should be a real surprise. Still, I am not counting on it, sounds too good to be true. I am doing my best to restrain my optimism, so let me say that .17 would be quite an achievement by Dell, and I expect no less. Beyond a SWAG, I would be looking for a seer. (Niles?) Mike

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