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Technology Stocks : Dell Technologies Inc.

DELL 118.47

+1.0%

Jan 29 3:59 PM EST

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To: jim kelley who wrote (120982)	4/28/1999 1:17:00 PM
From: D. Swiss	Read Replies (1) of 176388

Jim, re: IDC report, I just confirmed with Bruce Stephen of IDC (the contact person in their press release) that Dell's information is for the calendar quarter. This means the IDC is probably understating Dell's performance since January was a soft month and April will probably be much better due to PIII sales, Dell passing along component cost reductions quicker and the 50%+ win rate going into the quarter. :o) Drew

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