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Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

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To: Gabriel008 who wrote (144439)	10/12/1999 4:33:00 PM
From: JRI	of 176387

Hi Gabriel: (I PMed you too)... I'll take a .21 and bullish quarter, w/o a doubt...after all (previous worries about Taiwan, Y2K) that would be terrific... Intel...although .55 a disappointment for many (and it looks like Dell is down a $ in afterhours island)...they are expecting revenues up for 4Q...so, apparently, they are anticipating little/no effect from Y2K...I guess Bryant will be more forthcoming in the CC...But, at the beginning of the year, had you told me Y2K would have the (lack of) effect that we have seen so far (plus Intel's forward)...I would have been overjoyed... So, the lack of warning for 4Q makes up (for me, at least) the .55 result... Revs were 7.3B...so they may have sold enough units...just margin(s) were hit....so, certainly no indication (yet) that sales were weaker than expected...

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