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To: Sherman Chen who wrote (17544)	5/18/1999 6:17:00 PM
From: Joe S Pack	Read Replies (1) \| Respond to of 41369

Sherman: I am curious whether you know any thing about 140K+ wireless access. Today morning CEO of Vodafone (VOD) mentioned on CNBS that they will make that service available soon for internet access. Given that much bandwidth, it will be a better access than wireline based ISDN and will be great for business travelers. -Nat Some related stories: AMAT beat the expectations and is a very good quarter but for DELL I am not sure about how market will react. DELL met the expectation but there is a sticking point: its gross margin is coming down, its margin came down to 22.5% from 23.4% within a quarter. -Nat