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To: Elwood P. Dowd who wrote (31249)8/19/1998 6:52:00 PM
From: S.C. Barnard  Read Replies (1) | Respond to of 97611
 
I heard part of it- they gave no target prices. They said that DELL is going higher, brief interview with MD, They said DELL will have to find more lucrative ways to maintain it's distance from HWP,CPQ,GTW, etc. Of the latter, they said the inventory problems are going away for them, and prices are starting to rise for these, hence the need for DELL to find new ways for growth. No projections made, as far as I could hear.This was as much as I can recall.