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Technology Stocks : Dell Technologies Inc.

DELL 123.88

-0.1%

3:59 PM EST

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To: Gabriel008 who wrote (172310)	1/29/2003 10:10:19 AM
From: Sig	of 176387

<<We may see 6.2% or even 6.3% net profit AT this Q resulting in better than expected EPS. >> Could happen Dram prices had dropped part of the quarter, and flat panel costs were way down( like $100's) With over 60% being non-desktops, that has big potential to increase margins plus giving Dell a huge pricing advantage if the "other guys" have to buy parts in advance to stock stores. The average Dell price per unit increased last quarter because of more options being bgt - dont know if that would produce higher margins or not My new computer was sitting at a nearby UPS or Fedx yesterday - should arrive anytime which would mean 6 days from order to receipt Sig

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