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Technology Stocks : Dell Technologies Inc.

DELL 120.60

+1.8%

Jan 9 9:30 AM EST

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To: Gabriel008 who wrote (172291)	1/28/2003 11:53:24 AM
From: kemble s. matter	Read Replies (2) of 176387

Gabriel, Hi!! RE: 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 Couldn't agree more... Very curious as to what MSD has planned for the "core biz of HPQ"...The "FUN" just starting has had me dreaming...The year long statements (from all management) of doubling within five years ...Without build out...Well, that's a lot of market share won...With 16,000 new customers in the last year alone (US and Europe) it will be interesting to see how this plan will continue creating "FUN"... Best, Kemble

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