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Technology Stocks : Dell Technologies Inc.

DELL 124.44

-7.0%

11:27 AM EST

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To: GRANOLA who wrote (126151)	5/18/1999 5:02:00 PM
From: David Harker	Read Replies (1) of 176387

>i just think MD mislead with his recent statements about >analysts possibly being "overjoyed" or whatever his word was. No he didn't. He basically said he could not predict if they would be "overjoyed" or not. Now that I see the results, I see why. He has shown he can crank up the revs, hurting EPS growth (this quarter) or that he can aim for higher margins/EPS, hurting the revs (last quarter). So, depending on which of those two items (revs vs. EPS) is more important, people are either overjoyed (41% rev gr) or not (EPS). He said he found it hard to predict the reactions of others, which I think we all realize is an impossible task in any area of life.

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