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To: Chuzzlewit who wrote (21162)11/11/1997 5:33:00 PM
From: jim kelley  Respond to of 176387
 
Paul,

The targeting of DELL by HWP, CPQ, IBM and now Apple,
has created the perception that DELL's revenue and earnings growth will be adversely affected. DELL does not report for two more weeks and IBM and CPQ have already reported. I read the higher beta as more uncertainty.

regards,

Jim Kelley