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To: John F. Dowd who wrote (97612)	1/26/2000 5:46:00 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

John, RE: "Despite the lower-than-expected outlook, Dell Computer said it still expects revenue from worldwide consumer and small-business segments to increase by more than 50% in the latest fourth quarter, compared with a year ago." In this statement, did "worldwide consumer and small business" exclude "big" business, which was affected by Y2K? I think their year over year growth is projected to be 30%. John

To: John F. Dowd who wrote (97612)	1/26/2000 6:17:00 PM
From: THE WATSONYOUTH	Read Replies (3) \| Respond to of 186894

Re: "The sales missed in DELL's 4th qrtr. will slide into the next and since we are already in the next qrtr. for INTC and MSFT it should actually be bullish for INTC and MSFT This is a scary market. I think when they analyze the numbers we will see a nice rebound in INTC and MSFT tomorrow." Hope you are right. Just added a little to my core Intel holding at 95 1/4 in after hours trading. Hope we rebound from here. If not, - oh well. THE WATSONYOUTH

To: John F. Dowd who wrote (97612)	1/26/2000 6:35:00 PM
From: Jim McMannis	Respond to of 186894

John, RE:"Jim: This leak was outrageous." I know a guy that works for Dell. Apparently they have these partys where a lot of nodding and winking goes on when certain people are asked pointed questions. <G> Jim