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Technology Stocks : Dell Technologies Inc.

DELL 119.41

-2.7%

Nov 19 3:59 PM EST

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To: rudedog who wrote (146079)	10/30/1999 3:02:00 PM
From: jim kelley	Read Replies (1) of 176387

Dog, I am not surprised that you found something to be sad about wrt to DELL's performance today. Were you sad about CPQ's performance as well? Your characterization of DELL as staggering back to 40 was worthy of LT and it is interesting that you are pegging the necessary earnings numbers at 3 to 4 cents per share higher than the current consensus estimate. Then again you are setting the margin bar higher than the consensus has set it. You do this after DELL has already informed you that the margins will be squeezed by high memory costs. Also, DELL has informed us all that it manages to the top and bottom line not to the product margin costs. But then you know that already don't you. This is the type of spin that CPQ was putting on DELL last year with their PR campaign. The campaign worked short term but CPQ is still in the dumpster and DELL just keeps getting bigger and more profitable. Nice try....you ought to be on the CPQ payroll.

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