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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: Gabriel008 who wrote (60134)	8/21/1998 2:36:00 PM
From: Mohan Marette	Read Replies (2) of 176387

When we have Gabriel who needs anal-ysts??? eh?? Gabriel: Very uncanny indeed,thanks for all the time and effort you have spared for this effort and mind you in my case it is no small job.Very greatful indeed. Also according Kumar of Pipper Jaffray who is the bull among bulls when it comes to DELL and I quote: "SECOND HALF SHOULD BE A BARN-BURNER FOR DELL." .So there you have it in his own words. So I am pretty sure your forecasts for Q3 & Q4 should be very close to reality. PS: I don't know you already know this or even need this but according to Ashok Kumar of Pipper Jaffray(sp?) for every $25.00 decline in ASP for DELL there is a decline of .01 in earnings per share. Now I don't know he was talking about Q2 specifically or in general,could have been speaking about Q2 as it shouldn't be true as a general statement since changes in variables could make a difference. Also in your analysis you mentioned about a sequential decline for Asia Pacific,so what was the 34% increase in Asia Pacific they were talking about must be YOY,eh???

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