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Technology Stocks : Dell Technologies Inc.

DELL 127.22

+3.8%

Nov 24 3:59 PM EST

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To: kaka who wrote (172794)	5/15/2003 4:31:54 PM
From: LemurHouse	Read Replies (2) of 176387

Lets wait for the CC, but at first blush this looks very strong indeed. Model continues to perorm exceptionally well, margins and market share improving. Not to quibble with Kemble, who earlier stated that taking market share is the only thing that matters, but its taking that share profitably that matters. They are indeed doing this at an astonishing rate. When the economic situation improves -- as it surely will -- profits should expand most dramatically, I would think. Hopefully the multiple will expand as well. Afterhours drop is just noise IMO. Great report, all things considered. Hopefully the CC will support initial look.

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