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

To: JRI who wrote (156542)4/24/2000 4:58:00 PM
From: GVTucker  Read Replies (1) | Respond to of 176387
 
As resident devil's advocate,one thing to remember is that even though PC sales were certainly better in April vs January, the downside is that the investment portfolio will likely look much worse on 30 April than it did on 31 March.

Also, I recall management giving the 'all clear' signal at the analyst meeting in October days before issuing the warning.

That said, I think the odds favor 0.16 or 0.17, unless April turns out to be slower than I think it is.



To: JRI who wrote (156542)4/24/2000 6:16:00 PM
From: Gabriel008  Read Replies (1) | Respond to of 176387
 
JRI, any gains or losses in investments goes directly to the Equity section of the balance sheet and not into the income statement. Last quarter DELL made an extra $98 million in other income but this was from leasing profits and other non-operating ventures.

I'll bet you a $1 [not Canadian] that DELL comes in at 15 cents. I'm waiting for tomorrow or the next day for the market to come back and then I'm buying heavy into puts.

Regards, Gabriel


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