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

To: Gabriel008 who wrote (39029)	4/26/1998 4:48:00 PM
From: jim kelley	Read Replies (2) \| Respond to of 176387

Gabriel, I have not yet recomputed my estimates but it looks like what Andy Grove calls a "strategic inflection point" in the PC industry has been reached. We have the indirect companies bloated with excess inventory while the direct , DELL in particular, is unafflicted in the market place. I will redo my numbers and post them later this week. I going down to Los Angeles tomorrow and will not be back for a few days. A key question here is whether DELL's margins will be 7.5, 7.6, 7.7 , 7.8 or higher. I expect a very good performance in the enterprise and notebook arenas where they have placed special emphasis this past quarter. Regards, Jim Kelley