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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (69244)	10/19/1999 5:45:00 AM
From: valueminded	Read Replies (2) of 132070

Mike/All: Chronologically: October 7th, "they were managing the memory situation well" (news release in yahoo today) October 17th, "earnings will be impacted by higher than expected memory prices by up to 10%" (news release yesterday) Something seems screwwy. How can 1 week of 12 memory price miscalculation (if you believe that memory chips are the only reason for the earnings miss) result in a 10% drop in earnings. It would seem apparent to even the bluntest pencil that something else is going on here. I mean memory makes up what maybe 5-10% of the sale price of a dell computer & we all know that dell has one of the highest gross margins (20+%) and one of the highest average sales prices (~$2000) in the industry, so what gives here ? Love to here the answers to these questions in the conference call. thanks

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