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To: kendall harmon who wrote (2269)	2/13/1999 1:35:00 AM
From: peter gucker	Read Replies (1) \| Respond to of 17683

Being that unbiased reporting is their forte. I'm positive I must have left the room when they mentioned this over and over again. I sold my position in Dell Thursday so maybe I just was just ignoring their comments when they mentioned this. Its amazing how you guys can move the market...>>> Positive Comments from Merrill Lynch today ANALYST ALERT: DELL DELL shares are weak today primarily due a competitors statement thatDELL's revenues will be light for the quarter, specifically $5.2bil vs.$5.5bil, due to a slower corporate market and pricing pressure from IBMresulting in lower average selling prices (ASP's). We think our $5.6bil revenue forecast for 4Q may be a bit high butmaintain our $0.32 EPS estimate vs. consensus' of $0.31. We do believe thecompany's revenues for the quarter will exceed $5.2bil. The corporate PC market is not as robust as the consumer market and DELL does not get a high percentage of its revenues from the consumer market asCompaq (CPQ; $42 5/8; B-3-1-7). We believe DELL is gaining a significant amount of market share in the corporate market. We expect revenue growth to slow over time; from 50% in 99 to roughly 37-40% in 00. We maintain our intermediate term Accumulate, long term Buy rating and would particularly use the weakness as a buying opportunity. Merrill. Dell (NASDAQ: DELL)Date: Feb 12Last Trade 89 7/8Change - 12 0/0 (-11.78%)Bid 89 7/8Ask 89 15/16Volume 066,379,7