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To: gnuman who wrote (56603)	10/4/2000 5:12:19 PM
From: Bilow	Respond to of 93625

Hi Gene Parrott; Re Dell warning... They must be warning that they are going to have stupendous profits, what with all those highly profitable RDRAM systems that they are shipping. -- Carl P.S. DELL is trading at around $26 after hours. That is the cheapest it's been in nearly 2 years. MSFT is also kind of ugly recently.

To: gnuman who wrote (56603)	10/4/2000 6:19:10 PM
From: sylvester80	Respond to of 93625

Gene, re: Dell Not much of a warning for this quarter. They looked out on the Q4, not Q3 (Dell Q3 ends Oct 2000 - Q4 ends Jan 2001) and saw a "possible" 3% lighter revenues. I doubt that will materialize but the new full disclosure prevents them from just telling the analysts like they would have done before. Even with a 27% growth however, Dell has very little downside. I can't see the stock below 25 with 92cents earnings this year (and that includes the lighter revenues/earnings for Q4) 27% growth x .92 is $25 right there and that's with only current year earnings and 1x growth (normaly 2xgrowthxforward earnings is used). It should be an easy double from here in 6 months. Here is the full story. Not as bad as headlines make it out): biz.yahoo.com