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Technology Stocks : Dell Technologies Inc.

DELL 132.08

-0.8%

3:59 PM EST

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To: Gabriel008 who wrote (156535)	4/24/2000 4:02:00 PM
From: D. Swiss	Read Replies (1) of 176387

Gabriel, a couple of points: -Michael already announced that margins were strong (I guess the component easing is partially falling to the bottom line). I also believe there was guidance provided that margins would be similar to same time last year (or higher than Q4). -I believe (or hope) that the April revenue numbers will be better than January (included in the dataquest and IDC data) for two reasons: a pick-up in business demand and businesses may have delayed for win2k. I say may have delayed, but I know Dell was offering free upgrades to win2k. -the only risk I see is how much opex went up to ramp for the internet strategy. :o) Drew

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