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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: Al Cano who wrote (126559)	5/19/1999 7:41:00 AM
From: Philip W. Dunton, Jr	Read Replies (1) of 176387

Why DELL went down: Expectations were too high because investors are used to DELL beating consensus and even beating the whisper number. When a stock trades at a pe of 70, beating the consensus is a must. Further, this should have been a sweet quarter for DELL with CPQ leaderless. PD

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