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To: Les H who wrote (51127)7/9/1999 6:23:00 PM
From: Lizzie Tudor  Respond to of 86076
 
They recommended Dell on an improving fundamentals basis I assume? Man is that hard to believe. I can't see how their top line can improve unless they cut some sweet deal with their suppliers (possible given where micron and the drive makers are)... but still no pricing power...