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

To: Dell-icious who wrote (59301)	8/18/1998 9:46:00 PM
From: LWolf	Respond to of 176387

Dell-icious... nice job.. on CC notes I'm impressed.... so quick and it's basically all there! laura

To: Dell-icious who wrote (59301)	8/18/1998 9:48:00 PM
From: Patrick E.McDaniel	Respond to of 176387

Dell-icious, thanks for the notes! Pat

To: Dell-icious who wrote (59301)	8/18/1998 9:48:00 PM
From: SecularBull	Respond to of 176387

The most important factors in my opinion (from your notes, no order): Enterprise segment 48% vs Q2 98 European rev up 73% vs Q2 98 5 countries grew more than 100% 34% in Asia. Stark contrast to overall industry which declined 9% Workstations: #2 worldwide Notebook: 84% rev growth; grew more than 7 times nearest competitor. #3 in US, #4 in world for notebooks Component cost declines, beginnign to moderate. More stable ASPs likely Dellicious, thanks for the notes from the call. LoD

To: Dell-icious who wrote (59301)	8/18/1998 10:07:00 PM
From: Mazman	Respond to of 176387

Dell-icious, Outstanding job on the conference call notes. This thread never fails to impress. regards, mazman

To: Dell-icious who wrote (59301)	8/18/1998 10:38:00 PM
From: Jorge	Respond to of 176387

Dell-icious...Thank you for that thorough summary. Regards, George