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

To: Patrick E.McDaniel who wrote (20765)	11/6/1997 9:15:00 AM
From: Rosemary	Read Replies (2) \| Respond to of 176387

Pat, I thought you would notice that we don't have to be concerned about the Asian connection for the report. I've been trying to put some thought into the numbers for the game. I've changed my mind 3 times so far. This is Dell's quarter, but what do we know about the new products? I hear that the leasing program is a hit. IBM didn't do too well with computer sales, so that has to reflect on Dell's report. Toshiba is losing market share for notebooks. Dell sent me a very nice brochure about their new notebooks. They have to be selling like hot cakes. Considering that the concern out there is product reliability, and Dell beats them all, per the testing I read. This quarter is not going to be easy to call.

To: Patrick E.McDaniel who wrote (20765)	11/6/1997 9:31:00 AM
From: Sig	Read Replies (2) \| Respond to of 176387

Good morning Pat, there seems to be nothing significant about the market today, so I will say congratulations to all the Dellheads who have held fast(or best as possible) thru the recent storms and bear invasions. Our assets are now as they were 2 months ago, ie, @Sept 1st $84 /sh.( and which happens to be up @50% from July 1st) That is after the greatest drop in Dow history of over 520 points, after irreverent comparison of Dell to some of the most ill-run (or unfortuate) tech companies around, after threats of Dell dropping to 70, or even 40 sh, and after people implying that Dell is missing the boat by not building a cheap computer, and that they could not win a price war, and that computer sales were dropping off. All this has been proved to be unsubstanciated BS and pure speculation, but very wearying to read about. With the new factories now operating and another one planned, and arrangements made to support ten times the $3 mil/day internet sales, Dell is about to go on to Phase three of the progress chart displayed at the last stock-holders meeting. And the next stockholders meeting will be one I would not want to miss.Will see you there. Sig