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Technology Stocks : Dell Technologies Inc.

DELL 132.72

-4.2%

12:02 PM EST

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To: isaac who wrote (159475)	8/11/2000 9:07:16 AM
From: rudedog	Read Replies (3) of 176387

isaac - DELL is now including laptop and workstation sales in "enterprise", something no one else in the industry does. The statement in the CC that server revenues grew to 19% of revenue, and that they were "better than overall growth", actually puts the server revenue growth at closer to 25% than 35%. If "investment" income was only .03 of EPS, than there are other income streams, such as financial non-investment, that are in the $125M. Pretty easy to do $125M over 2.7B shares, and the answer is not .03...

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