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

To: AmericanVoter who wrote (83965)	12/6/1998 10:11:00 PM
From: jim kelley	Read Replies (2) \| Respond to of 176387

amein , It is amazing how many brokers are pushing CPQ stock now. If you hold CPQ this has to be a good thing right now. But I personally would not want to be left holding an empty bag by CPQ management. DELL's PEG is quite reasonable considering an EPS growth rate that is > 60%. Contrast this consistent rapid growth rate with CPQ's inconsistent performance in revenues and earnings as well as its unknown growth rate before making an investment. Regards, Jim Kelley

To: AmericanVoter who wrote (83965)	12/7/1998 10:01:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Amein: Dell's China plant is already in operation,came on line in Aug/Sept I believe.We should see some of the benefits even in Q4 from the new plant in China,would be nice if they could surpass $100 million in revenues from China.The revenue from China before the plant came on line was somewhere between $50 mil and $100 mil if I am not mistaken. '...DELL's customer base is ever increasing, and with the production facility in China, it would be extremely tough for competition to just keep up (btw. when is that going to be operational)... '