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

To: Meathead who wrote (153602)	2/11/2000 8:40:00 AM
From: edamo	Read Replies (1) \| Respond to of 176387

meathead...do you still adhere to your firm belief that dell will continue to grow with it's "fast follower" method of entering new markets, or is it time that dell meets this strategic inflection point and becomes "innovative"????

To: Meathead who wrote (153602)	2/11/2000 9:19:00 AM
From: D. Swiss	Read Replies (2) \| Respond to of 176387

MEATHEAD, re: " if revenue grows by 5% and earnings don't (which is their guidance), it means gross margins are going down further from here." isn't it possible that Dell is readopting it old MO of under promising and over delivering, so they can blow away the estimates like they used to? How could earnings possibly be flat on higher revenues? I suspect they will not be eating any more costs related to the lack of 450 pentiums (and shipping 500's instead)JMHO! :o) Drew