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Technology Stocks : Dell Technologies Inc.

DELL 134.50

+0.4%

1:42 PM EST

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To: JRI who wrote (153150)	2/11/2000 4:17:00 PM
From: Gabriel008	Read Replies (1) of 176387

John, I've been going over DELL's Q4. Here's what I see; 1- ASP down to $2050 this Q from $2087 last Q 2- Unit volume 3318 vs 3357 reported by IDC 3- GP down to 19.2% vs 20.2% last Q 4- Operating Income $513 vs total income of $611. Other income was $98. This other income more than doubled from last Q. 5- Tax rate dropped to 28.6% from 30.0% in other Q's. 6- Outstanding shares are increasing. DELL is still buying back shares but not enough to offset those being exercised through employee stock options. Their press release is misleading in this regard. If it weren't for points 4 & 5 DELL would have earned 14 cents. Not a good sign. And, although they've got lots of cash they're not using it to back shares to offset the ESOs. This leads me to believe they are planning to use the cash for something else - maybe another acquisition. I don't think Q1,f01 is going to be much better than this Q. I'll call you next week & we can talk about it. Regards, Gabriel

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