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

To: D. Swiss who wrote (157217)	5/16/2000 5:03:00 PM
From: Dave Taylor	Respond to of 176387

I swing trade the techs and enjoyed the 9 pts today.

To: D. Swiss who wrote (157217)	5/16/2000 7:08:00 PM
From: sschahal	Read Replies (1) \| Respond to of 176387

re: "And this was in the face of an investment in sales resources to prepare for their internet strategy, which shaved .03 / share of their eps." Could you please indicate where you got the above information pertaining to 3 cents "extra" expenses to invest in the sales infrastructure and resources? Did management indicate or otherwise imply that this was of a "one time" or "extra" nature? (Your assertion would be consistent with the management guidance for increase in op margin to 9.5% average for the year and above 10% in Q4 - up from Q1 8.6% - this increase would rely on reductions in op expenses as a percentage of the revenue) Thanks.