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Technology Stocks : Dell Technologies Inc.

DELL 138.80

-2.7%

Nov 11 3:59 PM EST

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To: G.M. Flinn who wrote (151407)	1/15/2000 12:27:00 PM
From: Meathead	Read Replies (3) of 176387

re: When INTC is doing well, DELL is doing well... True. The main thing we can glean from Intel's report at the very least is that demand is ultra strong. And, since in fact Dell is Intel's biggest customer, we can assume they got preferential treatment regarding supplies. The key metrics analysts need to asses how the quarter is progressing is not within their reach. Notably, volumes, product mix, ASP's, OPEX and GM. All they know is that some component prices are firm and GTW got pinched, and from this they make their call. A quarter is far to complex to apply such simplistic observations. For example, just holding OPEX flat from Q3 instead of posting a 60M increase ala Q2/Q3 would add a whole penny and a half to EPS. Dell can and has done this before. IDC will add another piece to the puzzle in a few days. Unless someone from the inside is feeding these clowns information, they just don't have enough information to go on for me to put any faith whatsoever in their predictions. But you're right. Something smells when Fortuna goes out of his way to reiterate and rewarn that Dell's Q will be weak before the market even opened on Intel's news. MEATHEAD

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