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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 74.61+2.0%10:22 AM EST

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To: DownSouth who wrote (22737)2/17/1999 5:20:00 PM
From: Gerald Walls  Read Replies (1) of 77397
 
Dead ringer?

I listened to the DELL conference call last night (on the Dell web site) and it sounded really good. They replied to a question about where the $200 million shortfall occurred and they said it was at the beginning of the quarter caused by previous quarter pricing that wasn't aggressive enough and that the rest of the quarter they "kicked butt and took share." They said they accidently grew margins instead of revenue but they had that fixed now (or something to that effect).

This is a overreaction.
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