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Technology Stocks : Dell Technologies Inc.

DELL 133.92

-4.9%

Nov 13 3:59 PM EST

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To: Mohan Marette who wrote (98038)	2/12/1999 2:13:00 PM
From: Chuzzlewit	Read Replies (2) of 176387

Mohan, please help me (you are the news guru). What happened today? As far as I can tell a couple of mega Rodents said that revenues would be $300 MM less than they had expected, but earnings would be on target. Is that correct? Now my little pussycat brain tells me that that implies increasing margins (or am I suffering from sleep deprivation -- only had a twelve hour catnap). Doesn't that also imply a continuing shift towards those higher margined items (servers, notebooks, and mass storage)? Second series of questions: where do they get their information from? Isn't Dell currently in a quiet period? Didn't Intel have better than expected numbers and positive comments going forward? So how do these geniuses know? Please help one very confused pussycat, CTC

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