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Technology Stocks : Dell Technologies Inc.

DELL 149.13

-2.1%

Nov 6 3:59 PM EST

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To: Meathead who wrote (153602)	2/11/2000 9:19:00 AM
From: D. Swiss	Read Replies (2) of 176387

MEATHEAD, re: " if revenue grows by 5% and earnings don't (which is their guidance), it means gross margins are going down further from here." isn't it possible that Dell is readopting it old MO of under promising and over delivering, so they can blow away the estimates like they used to? How could earnings possibly be flat on higher revenues? I suspect they will not be eating any more costs related to the lack of 450 pentiums (and shipping 500's instead)JMHO! :o) Drew

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