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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: rudedog who wrote (127366)	5/20/1999 6:38:00 PM
From: jim kelley	Read Replies (1) of 176387

Well I do not know if that was 2 days worth of Notebook shipments or two days worth of shipments across the board. The comment was not discussed further. Also, mentioned was that the inventory was very tightly managed. The CC did not pin down the cause of the missed shipments other than it was inventory related. If it was two days of notebooks then it would be 10-11 M in revenue. If it was total shipments it would be the number would be 56 K units at an ASP of 2992-2300-about 130M. I would like to know which!?

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