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Technology Stocks : Dell Technologies Inc.

DELL 125.88

-1.6%

3:59 PM EST

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To: GVTucker who wrote (165787)	6/12/2001 11:31:08 AM
From: kemble s. matter	Read Replies (1) of 176387

Hi!! RE: --RAISING ESTIMATES TO REFLECT MORE CONFIDENCE IN DELL'S DIRECTION We think we have been too conservative on margins for 02. C02 goes to $0.94 from $0.90 on rev of $35.8B (up 17% Y/Y). C01 remains at $0.71 on rev of $32.9B (up 3% Y/Y). Hey, I know very little math... :o) But, I keep referring to that Jan. 1 2000 memo from Michael...To me it was very clear that the efficiency of the model was being taken to new "lows" or "highs" whatever you wish to refer to this as...His recent comment about the others needing an immediate 40% reduction just to become competitive is yet another tip..IMO this land grab has been coming for some time...Analysts may begin inquiring a bit deeper as to how DELL plans on proceeding with this theft of market share...Yesterday's link from Westi was excellent...Perhaps someone actually read it... :o) zdnet.com Best, Kemble

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