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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

3:59 PM EST

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To: D.J.Smyth who wrote (161868)	10/6/2000 7:27:31 PM
From: Meathead	Read Replies (1) of 176387

You're wasting your time Darrell. 95% of the world population can't begin to comprehend the basic arithmitic you just laid out. One thing to use in adjusting your analysis is that Dell said European weakness and Sm business. So maybe only $100M of the shortfall came from Europe and the other $100M from SOHO. Someone correct me if I'm wrong but $100M/1.77B is about a 6% shortfall in revenue. Wouldn't the currency problem have at least that amount of impact if not more? Whoever said that Dell's sales or Intel's for that matter were not impacted by Europe does not know what they are talking about. Any time you have currency devaluation that serious, it upsets the balance, psychology and willingness to by stateside goods at inflated prices. Once Europe rebounds, you'll see the psychology in the market change. Remember that Asian crisis a couple years back? MEATHEAD

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