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

To: Venkie who wrote (29663)	2/12/1998 4:57:00 PM
From: Jim Patterson	Respond to of 176387

I will Have to stick with my gut, 78 cents diluted, Stock split 2-1 and Cautious guidance going forward. Asia will be the reason for the caution. Europe will be the strongest area of growth in the quarter. My number is low because I think Jan was very price competitive. Also What I thought a month ago about CPQ may be correct based on the WSJ article on CPQ and their planed charges with the DEC merger. Too bad, Was right but did not make money because no one thought it was important at the time. DELL does not have big channel to stuff like CPQ, IBM, & HWP. Cost up to $ 93.5 and rising. Good luck to all. Jim