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Technology Stocks : Dell Technologies Inc.
DELL 122.46-8.5%3:59 PM EST

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To: Mohan Marette who wrote (115324)4/8/1999 7:26:00 PM
From: jim kelley  Read Replies (2) of 176387
 
Mohan,

This is the first public comment by DELL on costs as a percentage of revenue issue. All the lazy analysts are focusing on last quarters revenue and revenue growth. i think the real issue for DELL is earning per share not revenue per se.

Ashok's formula for pricing DELL's stock is also a curiosity.

Keep talking.....

Regards,

Jim Kelley
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