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Technology Stocks : Dell Technologies Inc.

DELL 125.88

-1.6%

Dec 31 3:59 PM EST

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To: Gabriel008 who wrote (124223)	5/12/1999 9:40:00 PM
From: stockman_scott	Read Replies (1) of 176387

<< I can state with almost certainty that DELL will not miss their quarter and will probably exceed consensus by about 2 to 3 cents. In actual fact, looking at the IDC numbers it's virtually impossible for them to miss even with 4% sequential ASP erosion this quarter. >> Gabriel: I like those comments. You have as much confidence in DELL as Kemble does <GG> ...I tend to think you are right on target about DELL exceeding estimates. The TRUTH will set the stock price free -- and allow it to MOVE UP to where it belongs..!! Best Regards, Scott

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