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To: Kenneth R Miller who wrote (33984)3/11/1998 11:13:00 PM
From: Jorge  Read Replies (2) | Respond to of 176387
 
Ken....I wouldn't be confident had I not heard with my own ears Meredith's assertive, very positive, outlook for DELL on Monday's conference call with Bear Stearns....All these concerns about price wars, high-end margins, etc. etc. were brought up by analysts at the CC....Meredith was confident their business model would allow them to compete in that environment and still gain market share and profit........George



To: Kenneth R Miller who wrote (33984)3/11/1998 11:15:00 PM
From: Jorge  Read Replies (1) | Respond to of 176387
 
Ken...Been home with the flu for 2 days...this variety going around is no joke...goin' to bed and try to make it to work tomorrow......George