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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: JRI who wrote (112529)3/26/1999 11:42:00 AM
From: BGR  Read Replies (1) of 176387
 
John,

That's another very good point that you make. For a company that has no channel and in a business where demand is periodic, it is indeed hard to imagine how the analysts have started making their predictions so early. I feel that DELL management has taken the initial steps to address the revenue issue, but somehow I suspect that the focus will change to margins if DELL comes out with good revenues. Which of course is a rather pointless exercise, you can't have it all, AFAIR CPQ has better margins than DELL.

Something will happen in the IBM-DELL relationship and I hope that they come up with that end of April, close to the end of the Q or after that, to provide some ballast.

-BGR.
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