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

To: edamo who wrote (117184)	4/13/1999 6:04:00 PM
From: Mohan Marette	Read Replies (3) \| Respond to of 176387

ed a:The gross margin improvement is certainly a pleasant surprise considering last year Intel was giving guidance along the range of 54-53%,that is an enormous leap right there from the previous year,one which is conveniently being ignored by the press and pundits thus far.

To: edamo who wrote (117184)	4/13/1999 6:14:00 PM
From: JRI	Read Replies (1) \| Respond to of 176387

Kwatinetz of Credit Suisse/First Boston on TV- Mentioned that PIII was started at lower price points, (perhaps one reason for Intel rev. shortfall)/// Recommending Dell (again), he is long-term Dell bull... Just made a great argument (basic but good)...Dell, despite all publicity, only has 8% of overall market...everyone wanting to join Dell's party as a direct player...having the best direct model, and only 8%, Dell has a lot of room to grow... sounds kindof simple, no?