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Technology Stocks : Dell Technologies Inc.

DELL 125.97

-1.0%

Nov 25 3:59 PM EST

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To: kemble s. matter who wrote (127964)	5/23/1999 9:15:00 PM
From: arthur pritchard	Read Replies (2) of 176387

kemble: <ibm/pc> I haven't answered meathead yet, but feel ibm is just waking up. They can afford to lose all the pc business. They care really only, about their treasured enterprise accounts. The real battles, are just beginning....Look at the price of ibm this year, relative to how dell does...we are entering a phase of reality testing, for dell...and it is going to be months, before you are really happy about what is happening...

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