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Technology Stocks : Dell Technologies Inc.

DELL 133.59

-1.8%

Dec 3 3:59 PM EST

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To: Tweaker who wrote (45934)	6/2/1998 2:06:00 PM
From: Naggrachi	Read Replies (1) of 176387

<<P.S. Guest on CNBC just said 65% of DELL's cost is in Asia and prices are going down.>> I saw that too. Kathleen Sullivan (sp?) was playing devils advocate and could not agree with him on how the FED might lower rates. Despite this, Mr. Holland got pisst at Mrs. Sullivan, kind of got the feeling that he forgot where he was, i.e. on a public form and not a private conversation over the dinner table. Anyways, when Mrs. Sullivan continued, he cut her off and said "Dell has over 65% (not "just" as the qoute above states) cost structure in Asia and that is coming down considerable." He said this with fire in his eyes, the guy lost his composure, IMO. Zead

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