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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: Mohan Marette who wrote (59874)	8/20/1998 4:49:00 PM
From: Dell-icious	Read Replies (2) of 176387

Negatives from DELL conference call: They stressed a couple of times that both gross margins (at 22.7%) and net margins (at 8%) were the highest ever, and they will likely not be sustained. This may not be so bad, since unit growth will compensate for the lower margins. Also, they stressed that due to the expansions in China, Latin America, high end storage area: initially there will be expenses related to hiring etc, and it might take a little bit before the full potential of these investments is realized. Also they were very equivocal when asked about ASPs, and what would happen to them should component prices stop declining. Dell-icious

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