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

To: Lee who wrote (39346)	4/28/1998 10:07:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

'moring Lee: Have you watched Wane Angell the other day on NBR speaking about the interest rates??Also the Fed issued a clarification this morning about any impending rate hikes,said something like their cautionary warnings should not be construed as there will be a rate hike in May.

To: Lee who wrote (39346)	4/28/1998 2:44:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

Good morning Lee, I notice a recurring theme with bears. Whatever news comes out is construed negatively. I will let Jim Patterson and the other Dell bears fill in the blanks. For example, If the company says sales are robust, this is negative because ...(!?) If the company decides to borrow money to expand this is negative because ... (!?) If the company has lower component costs this is negative because ... (!?) If the company owes its success to JIT manufacturing this is negative because ...(?!) If a competitor is emulating Dell's manufacturing system this is negative because ... (?!) If a competitor is losing market share to Dell this is negative because ... (?!) TTFN, CTC