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To: H James Morris who wrote (6445)8/10/1998 7:46:00 PM
From: Lee Lichterman III  Respond to of 8002
 
I wasn't implying DELL would disappoint. I think the pre earnings strength in DELL is helping to support the other PC makers. Note MUEI, CPQ and GTW were all up on no news last week.



To: H James Morris who wrote (6445)8/10/1998 11:47:00 PM
From: Skeeter Bug  Read Replies (1) | Respond to of 8002
 
>>said July sales rose on increased demand.<<

this is ridiculous. so sales rose. whoopeeee!?!? what's new? demand grew... it has been for a long time. demand is growing in dram and disk drives while they all approach bankruptcy - much faster than the box growth, i might add. ;-)

are earnings growing. didn't mention that, though i do suspect they are. however, not enough to support a bloated stock price like dell's...