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To: jim kelley who wrote (48491)	6/22/1998 12:27:00 PM
From: Techie	Read Replies (1) \| Respond to of 176387

Gee, you guys are reading 1 month old reports? No wonder you're all so well informed! Now explain this will ya: GTW: F Year Dec. 98 EPS 2.25E Dec. 99 EPS 2.87E Market Cap = 6.8B DELL: F Year Jan 98 EPS 1.28E Jan 99 EPS 1.97 Market Cap = 54.8B What's wrong with the above numbers? Estimates are from First Call.

To: jim kelley who wrote (48491)	6/22/1998 12:36:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Jim, a couple of additional points to bear in mind. The MSDW report was written May 22 and the information is obviously somewhat dated. Second, they project moderating growth in certain sectors. For example, high-end corporate growth is projected at only 10% year over year, Europe at 15-20%, Asia/Pacific at 5%. The biggest projected growth area is small-medium business (25%) which constitutes 50% of the N. American market. All numbers are in terms of units. TTFN, CTC