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

To: jmac who wrote (139678)	8/18/1999 8:23:00 AM
From: GVTucker	Read Replies (1) \| Respond to of 176387

Why is everyone so hot for Niles right now? Yes, he did a good job of forecasting revenues, but the analyst that really had the quarter nailed was PaineWebber's Don Young. Six days ago he made a call which stated where profits would be and why. He was right on. I posted a short summary here: Message 10919447 It is pretty apparent from looking at the numbers that the entire $0.02 upside came from better notebook margins. As long as the shortage exists, DELL will be a beneficiary on the bottom line.