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

To: kemble s. matter who wrote (154078)	2/17/2000 10:28:00 PM
From: TigerPaw	Read Replies (1) \| Respond to of 176387

what this will do to the first quarter earnings?? (WEBM IS UP 100 PTS) It will do nothing unless they sell. Still it is a good addition to the asset base (and book value). I heard about a pep-rally meeting yesterday at the IBM plant. They were getting the employees all fired up. The exec said "we've got to get all bug-eyed about success like those folks across the street at Dell". TP

To: kemble s. matter who wrote (154078)	2/17/2000 10:29:00 PM
From: Patrick E.McDaniel	Read Replies (1) \| Respond to of 176387

Kemble, WEBM will not affect earnings unless Dell sells the stock. Even then, it would be deleted from the earnings number as a one time gain. Dell needs to sell, sell, sell!!! :o)

To: kemble s. matter who wrote (154078)	2/17/2000 11:00:00 PM
From: stock bull	Read Replies (3) \| Respond to of 176387

Hi Kemble, re:<<.....DELL OWNS A 10.2% STAKE OF WEBMETHODS (WEBM) .....AUSTIN STATESMAN ANNOUNCED LAST FRIDAY AFTER THE IPO THAT DELL MADE $494 MILLION THE FIRST DAY... .....SINCE THEN WEBM IS UP 100 PTS.... Any idea Drew what this will do to the first quarter earnings?? :o) :o) :o)>> I suspect the profits from these investments won't really help Dell as they are not profits from operations. I believe these investment profits are shown under "other income". The Analysts are really interested in profits from operations. Let's not forget that Dell is still a computer company, not an investment company. JMO Stock Bull