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

To: Chuzzlewit who wrote (47241)	6/11/1998 5:33:00 PM
From: MichaelW	Read Replies (1) \| Respond to of 176387

From DBC: 17:07 [CPQ] COMPAQ SEES COMBINED EARNINGS ACCRETIVE IN Q4. 17:05 [CPQ] COMPAQ SEES BREAKEVEN RESULTS FOR Q2 EXCLUDING CHARGES. 17:05 [CPQ] COMPAQ SEES CHARGES IN Q2. 17:05 [CPQ] COMPAQ SEES RESTRUCTURING CHARGES, OPERATING ADJUSTMENTS. 17:05 [CPQ] COMPAQ SEES SEVERAL ACQUISITION CHARGES ON DEC MERGER.

To: Chuzzlewit who wrote (47241)	6/11/1998 5:56:00 PM
From: Ken Bobey	Read Replies (2) \| Respond to of 176387

The 25 day M.A. for DELL just turned negative. Last time that happened (Oct 97) we had about a 22% correction from the top over 3 months. That would put us around $75 this time. However, I think it'll go lower because Asia is a mess, so I've got a buy in at 72. Somebody (JP?) saw 69 which is probably my next entry point.

To: Chuzzlewit who wrote (47241)	6/11/1998 6:19:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Cat, Thanks....it is dirty work but someone has to do it. <gg> All that is out now is the following: go2net.newsalert.com I expect that CPQ will spell out the charges tomorrow or soon. The inventory referred to was CPQ's and not DEC's own inventory. I think we have not seen the worst of it yet. Frankly, I will be happy when this is over with so that I can once again have confidence in the numbers that Dataquest and IDC are putting out on the industry. The prognosis for CPQ is not all together good. Where are they going to get the cash to run this Godzilla? $.4.5 B to DEC share holders 1.5 B for restructuring charges 1.0 B for Inventory write downs What other charges will there be?