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

To: VICTORIA GATE, MD who wrote (77426)	11/9/1998 10:38:00 PM
From: T L Comiskey	Respond to of 176387

Doctor VIC........Re "Get out before earning".........PLEASE POST WHEN YOU SELL........Appreciated both as advise and "FOR THE RECORD " Sincerely........T L COMISKEY...aka Tim...:)

To: VICTORIA GATE, MD who wrote (77426)	11/10/1998 12:40:00 AM
From: Boplicity	Read Replies (2) \| Respond to of 176387

Why do I think you are right? I have heard that Boeing is a about 60% done with their terminal replacement program. Does anyone out there have an idea when DELL first started shipping PCs to Boeing? Also, does anyone have any other indications from other current large accounts concerning buying trends? Greg

To: VICTORIA GATE, MD who wrote (77426)	11/10/1998 7:13:00 AM
From: tsyl	Read Replies (1) \| Respond to of 176387

VG... Ive been on this thread about four months. You were saying before the last report that the Dell run was over. Were you right then? NO. Are you right now? Probably not. Best of luck to ya. BTW, if you are an MD, then Im Mr. Dells son. Yea, thats the ticket.

To: VICTORIA GATE, MD who wrote (77426)	11/10/1998 7:21:00 AM
From: Ex-INTCfan	Read Replies (1) \| Respond to of 176387

That's how I understood your original message. I believe what I and others on this thread would like is your rationale. You are saying that a multi-year trend will be broken in a couple of days. This certainly is possible. However, what is the reason for your feelings? Do you expect sales in Europe to slow? Do you expect Dell to stumble in its efforts to build its server business? Do you expect the demand for high-end machines to dry up? Do you expect corporate technology spending to slow in 1999? These, and many other questions are reasonable, and are examples of the type of analysis we would like to hear from you to support your position.