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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: Dr. D who wrote (52047)	7/18/1998 12:55:00 PM
From: Chuzzlewit	Read Replies (1) of 176387

Donald, You said Your analysis was the topic of many discussions in Austin at the meeting. Can you synopsize points of agreement and disagreement? I was glad to hear MD point out that margins don't count -- profits do. It was reported that he used the example of mouse pads generating higher gross margins than computers. You'd be surprised at how many top executives and analysts don't understand this principal! TTFN, CTC

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