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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: D. Plen who wrote (156195)	4/8/2000 3:22:00 PM
From: D. Swiss	Read Replies (1) \| Respond to of 176387

D. Plen, re: GTW vs. Dell, this is a tough call from an investment perspective. Long term, GTW might appreciate more than Dell. GTW's market cap is only $18 billion vs. $141 billion for Dell. If GTW is successful in implementing its internet strategy, it will easily double in 12 months. However, if GTW misses its number for Q1 (a possibility due to the late ramp in business related orders and difficulty in meeting that demand), it will come under short term pressure that should be viewed as a buying opportunity. IMHO, I believe Dell will also do very well and has given itself some breathing room to meet or exceed its numbers. Management appears to be sticking to its strategy of giving conservative guidance. I will contact IR early in the week to get an update from the horse's mouth. :o) Drew