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Technology Stocks : Dell Technologies Inc.

DELL 120.60

+1.8%

Jan 9 3:59 PM EST

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To: kemble s. matter who wrote (172284)	1/28/2003 9:21:05 AM
From: Gabriel008	Read Replies (2) of 176387

Kemble, the new IDC PC market data came out January 17. It appears that DELL grew 24% vs same period last year. This generates minimum $0.23 and more probably $0.24 for the quarter versus the $0.23 consensus. Obviously, we're not going to see $30 in the near term with this threat of war hanging over the market unless, of course, Hussein seeks asylum elsewhere [it's a tossup between Lybia and Vermont]. But abdication is a very low probability and I'm sure this thing will hang over our heads for the next few weeks, at least. Regards, Gabriel

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