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To: patron_anejo_por_favor who wrote (91254)	4/6/2001 7:50:59 PM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 436258

Here's an interesting little ditty (released after the bell today, natch) on the DELL "miracle" that moved the Dow 400 points yesterday: 4:36am 04/06/01 Dell: Margin risk may be ahead, analyst (DELL, CPQ, GTW, AAPL) By Emily Church Dell's management "made it clear" that the PC maker is prepared for further price actions to gain market share and keep sales momentum, said JP Morgan H&Q analyst Walter Winnitzki in a note to client Friday. Dell hosted analysts Thursday. The PC maker's stock ran up $3 after it reaffirmed its first-quarter growth goals ahead of the meeting. "We are more concerned about what happens in the second quarter and in the second half of the year," Winnitzki said. "Sales in Dell's second quarter could likely be more impacted, reflecting a full quarter where competitors have been able to respond to Dell's pricing. Coupled with mixed reports about the health of European demand and indications that the enterprise market is slowing, we are still cautious on industry demand." Sales growth and margins could be at risk, he concludes.