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To: Tom Gebing who wrote (17619)	2/18/1998 9:05:00 PM
From: Elwood P. Dowd	Respond to of 97611

Hong Kong market up nearly 400 points in the first 2 minutes of trading! Back over 11,000. S.

To: Tom Gebing who wrote (17619)	2/18/1998 9:30:00 PM
From: Mike Gordon	Read Replies (3) \| Respond to of 97611

Tom: 79% Asia increase. That is a surprise. Note the contrast between the AMAT (AMAT said Asia flu impacted growth and sales) comments and Dell. I understand the difference between the two companies (manufacturing/industrial vs. business & retail) You would think that personal and business would be down for computers. JMHO Mike Gordon

To: Tom Gebing who wrote (17619)	2/18/1998 10:52:00 PM
From: Kevin Chesser	Read Replies (2) \| Respond to of 97611

Mike and Tom: RE: Dell Asian Sales up 79%... Before getting too carried away with that increase, remember their Asian sales only totalled about $275 million or so. It is easy to show great growth in small numbers (i.e. from $100 to $200 is 100%, but it is still only $100). That is the market's love. Think about it, DELL's revenues still aren't 50% of CPQs. Obviously, Dell is a wonderful company and a terrific investment. But, let's put things in perspective. Luck to both -- CPQ and Dell, Kevin