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

To: TOM E WALTERS who wrote (88882)	1/13/1999 12:34:00 AM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

OT I think that the slow-down in ERP is temporary because a lot of companies are going through Y2K remediation efforts. Management said growth would be in the 30% range only because visibility was poor at this point. Even at a sustained 30% growth rate the stock would have to be considered a bargain. I did trim about 50% of my holdings in PSFT back in October, but I'll hold the rest. I think Michelle Harris can give you a much better feel for the stock than I. TTFN, CTC