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To: Tony Viola who wrote (92182)	11/12/1999 12:48:00 AM
From: greenspirit	Respond to of 186894

Tony, this last paragraph in Dells report says it all! Simply amazing! Michael _______________________________________________________ "``You have a company that is at an annualized rate of $25 billion growing at 40 percent plus,' Kumar said of Dell's continued gravity-defying financial performance. ``No other company does this at this magnitude of revenues,' he said. Internet sales, a key focus for the world's top direct PC seller, reached $35 million a day during the quarter, or 43 percent of overall revenue. On an annual basis, sales at dell.com alone would be $12 billion, qualifying it for Fortune 125 status.

To: Tony Viola who wrote (92182)	11/12/1999 4:09:00 AM
From: Process Boy	Respond to of 186894

Tony - <Notebook growth 55% yoy Notebook chips higher margin for Intel?> Yes, they are a relatively high margin product. PB