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

To: Chuzzlewit who wrote (48513)	6/22/1998 2:54:00 PM
From: JRI	Respond to of 176387

"WE ARE GROWING AT 4 TIMES OF THE INDUSTRY..." Looks like Michael has answered my question to you (last week) concerning his change in terminology from "at a market multiple" to " much faster than the industry's overall growth". Based on this new statement, it appears me that he is using these terms interchangibly, and nothing can be read into the fact that he will use one term at one point, and one term at another point... Agreed? Still reading the leaves (occasionally)...

To: Chuzzlewit who wrote (48513)	6/22/1998 2:56:00 PM
From: Islander	Respond to of 176387

M. Dell, "...Asia more of a positive than negative...lots of new areas to grow, servers, notebooks, workstations,storage stystems new customer services, since we have only 7% of market there is lots of area to grow...we've been selling in China for quite some time, this is a long term growth area not just 1 or 2 quarters, will be in top 5 areas in the world soon...we spread the cost savings from Asia throughout the company...benefiting greatly from the cost reductions in Asia....the trend in data storage will be a new market for us, we demonstrated this last week, we will bring more realistic, rational pricing to this area (data storage)targeted at mid-size companies initially.....largest supplier to US, Canada, UK governments, now we are focusing on consumer market, consumers are now the fastest growing segement,however 80% of all buying is linked to business of some kind ..."