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

To: K. M. Strickler who wrote (51561)	7/15/1998 8:50:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

A new era dawns in the Workstation Market- [From the Gartner Group] Ken: The larger [ NT workstation] the pie the bigger the piece for Dell and I like that. ---------------------------------------------------------------------- El Nino Effect Comes to Workstation Market ---------------------------------------------------------------------- San Jose, California; May 11, 1998- Just as the El Nino phenomenon has effected the global climate, Intel/Microsoft technologies will change the workstation global climate as early as 1998, according to Dataquest. "In that final quarter [1997], for the first time there were more Windows NT units shipped than UNIX-based systems, representing 55 percent of the total volume compared to 44.6 percent for UNIX workstations," said Peter ffoulkes, director and principal analyst for Dataquest's Advanced Desktop and Workstations program. "Although the market penetration by revenue remains about half that of the unit shipments, this signal event heralds a fundamental shift in the balance of power, setting the scene for significant change in 1998." After adding higher-performance Intel microprocessors, larger memory configuration beyond 512MB, and graphic system improvements from various vendors, the new generation Windows NT workstation will seriously challenge the midrange workstation market, Mr. ffoulkes said. In addition, 1998 will witness Silicon Graphics Inc.'s anticipated entry into the Windows NT workstation market, leaving Sun Microsystems Inc. to stand alone, he said. It is evident that the workstation landscape will have a different appearance in 1998. Although the RISC/UNIX market will be substantial for the foreseeable future, Intel/Microsoft workstation vendors will be in the driver's seat, Mr. ffoulkes said.

To: K. M. Strickler who wrote (51561)	7/16/1998 11:52:00 AM
From: Jim Patterson	Read Replies (4) \| Respond to of 176387

RE: In your case that was about 15% of the daily volume! ( 150,000 shares ) If the volume had been 15,000,000 (as in DELLs case) that represents only .15%, and would the dip have been the same? Ken, I am not worried about me or you selling 10K shares. What if Janis 20 Decides to cut 25-50% of their 8.5MM shares. Or Bankers trust says 20 million dell is just to many after the split and wants to take the number back to 10 million where it is now,Before the split. Or my favorite, What if Equitable Comapnies descided it wants to sell it's 30 Million shares of DELL to pay for the next natural disaster. Those are the kind of sellers I would worry about. jim