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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Gabriel008 who wrote (137553)	7/24/1999 12:01:00 PM
From: D. Plen	Respond to of 176387

Thanks Gabrielle, That "pop" may be due to me reducing my position (slightly) on Thursday :(. It always happens when I sell! I just didn't have the patience to see it under $40 again! I may buy some call options from now till 2-3 days before earnings. There does seem to be some new life in this puppy! Salut, Don

To: Gabriel008 who wrote (137553)	7/24/1999 12:31:00 PM
From: JRI	Respond to of 176387

Have to run..just a quick comment or two....Meredith said at the last CC that he expected margins to be flat the rest of year...and he sounded pretty emphatic...however, it appears that component prices (overall, industry) fell pretty good this quarter, and ASP (overall) seemed to hold up pretty good industrywide, so maybe Dell could squeeze out .01% on the upside... Also, it can be anticipated that Dell was aggressive (with Compaq's troubles), so maybe that would be a downer influence on margins.. Probably flat is the best guess, IMO....