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

To: JRI who wrote (119634)	4/21/1999 4:49:00 PM
From: Lee	Read Replies (2) \| Respond to of 176387

John,..Re:.how about that IBM?!? John and Dorine - Dell trading at 40.125 at 16:31:17 quote.com Maybe people are getting the message about the PC SLOWDOWN --NOT! <vbg>

To: JRI who wrote (119634)	4/21/1999 4:55:00 PM
From: DellFan	Read Replies (1) \| Respond to of 176387

If GTW reports healthy top line and margin, we should see a nice run to earnings! <eom>

To: JRI who wrote (119634)	4/21/1999 8:08:00 PM
From: Eggolas Moria	Read Replies (1) \| Respond to of 176387

From CNET: One sore spot last year, personal computers, showed improvement, coming after IBM said it lost close to $1 billion in 1998. Revenue in personal computer systems jumped more than 48 percent over last year to about $3.5 billion, though it continued to post pre-tax losses of about $89 million. "Despite industrywide weakness in PC demand...our data for January and February indicates that IBM is one of the strongest vendors with respect to sell-out, as the company gained substantial market share in the dealer desktop category," said Don Young of PaineWebber. But he added: "However, we believe the most important risk to IBM revolves around PC [profit] margins, rather than demand." Comment: Sounds about right.