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

To: Venkie who wrote (31155)	2/26/1998 6:09:00 PM
From: Chuzzlewit	Read Replies (3) \| Respond to of 176387

Venkie, I respectfully suggest you get rid of your CPQ. I have a feeling that there may be some terrible inventory surprises in the offing - worse than has thus far been noted. When your inventory bloats in this business it hurts your bottom line because of rapidly falling component prices. I don't know how they account for their inventory, but if it's on a LIFO basis they could be overstating profits. That wouldn't be a problem if they had Dell's kind of inventory magic. Regards, Paul

To: Venkie who wrote (31155)	2/26/1998 7:29:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Venkie, Hi!!! My father informs me that the latest issue of Standard and Poor's Outlook has raised Dell from a four star to a five star....Whooooppppeeee DDDDDDDooooooooooo!!!!! Just amazin' how "valuable" these predictions are to someone after the fact...... Value Line as recently as their January report when Dell was @91 stated: "we see very little upside potential."......... These "experts" sure aren't feeding their families off their track record with regards to Dell I hope???