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To: rupert1 who wrote (71639)	11/11/1999 9:51:00 PM
From: rupert1	Read Replies (1) \| Respond to of 97611

I lifted this summary of the DELL CC from the DELL thread. There are some interesting points in it for a COMPAQ investor: Conference Call Summary: Margins hurt by 150% Dram increase and flat panel display availability, but going forward will adjust prices in line with component prices. Outlook for component cost is positive and availability is positive. Samsung deal improving availability. ROIC 281% Generated $1.1 Billion in cash flow from operations or .40 / share ( or more than double EPS of .18). Cash conversion cycle of a record of - 17 days, believes a/r days can go significantly lower Asia Pasific 69% growth Expecting strong 4th Q Notebook growth 55% yoy Margins expected to INCREASE Very healthy demand Internet business (43% of revenues) would make it a Fortune 100 as stand alone business Expect further penetration in small business and consumer segment (>100% yoy) Market share 45% in Gov't sector Grew 4 share points in worldwide server market to bump IBM Servers are particularly strong Expansion opportunities: Global, if they achieve US share = $13 billion Enterprise = $10 billion opportunity Consumer and small business (high margin businesses) Backlog going into Q4 = Q3 expect there is a richer mix of backlog (i.e., notebooks) Enterprise/ notebooks (high margin)now 41% of business Component cost increases are temporary and margins will increase EPS would have been .22.5 /share if it hadn't been for DRAM increases MSD said it is fair to assume that Dell will make similar deals to the msft/radio shack and aol/gtw deals Mikey believes China is storming ahead, Latin America will be very strong, Europe will accelerate growth Hope this helps! :o) Drew

To: rupert1 who wrote (71639)	11/11/1999 10:02:00 PM
From: Captain Jack	Read Replies (1) \| Respond to of 97611

Vic-- My father said the country side was beautiful. The weather was terrible though. My mother has pictures of him in Germany with children and survivors of the concentration camps. He never wanted to return until right before he died and never made it.. Thank you for the message. Although he has been gone for a long time I still miss him. He was a strong man,, the only time I saw him really angry was when he found out I went into SF, the only time I saw a tear in his eye was when I left for overseas.. he did not talk about the war,, except the good times, people and especially children.... but you could tell he remembered at times...