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

To: Mohan Marette who wrote (76486)	11/4/1998 11:19:00 AM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

today's wsj article on PC pricing is positive overall: interactive.wsj.com <<. They had noticed that high-priced systems seemed to sell better in the second half. "We're seeing a new seasonality emerge," says IBM's Mr. Connors. "As you get into the September time frame, you see the whole range of prices on store shelves again.">> although Dell isn't mentioned specifically (purposefully?) Dell is currently the main beneficiary of higher priced systems finding a home

To: Mohan Marette who wrote (76486)	11/4/1998 11:31:00 AM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

Mohan: Principal Financial Group runs a number of mutual funds and is headquartered out here in Des Moines (out in the heartlands). Here are some comments one of their portfolio managers made on DELL. IMO, even though they were made a few months ago they are still very valid: <<Hold on to Dell shares because I expect another run in the stock -- especially if they continue to deliver on the numbers. Use any correction in the stock, which usually happens because of rumors, as a buying opportunity. There is upside potential here, especially in Dell's international business.>>