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To: Haim R. Branisteanu who wrote (77145)	5/17/2001 1:01:03 PM
From: Doug	Read Replies (2) \| Respond to of 99985

Haim: U are behind the times. We have now entered the new world of virtual Profitability wherein perception of profits are more important that actual ones. The latest CC's are an indication of how the game is to be played. The time frame for hard profits and profit growth has moved to 2002 . However iIt will be interesting to see how the Investment community , A.G included , is going to handle the increase in cost of Gas and Electricity this summer.

To: Haim R. Branisteanu who wrote (77145)	5/17/2001 5:21:18 PM
From: Haim R. Branisteanu	Respond to of 99985

We first had CIENA now will love this one - DELL reports earnings on an EXTENDED QUARTER well for many April 30 was the end of quarter but ........... not for DELL it was a week later May 4th. What we will not do to massage numbers. Net income fell to $462 million, or 17 cents a share, from $466 million, or 17 cents, a year earlier. Sales in the period ended May 4 rose 10 percent to $8.03 billion from $7.28 billion, the company said in a statement. Gross margin narrowed to 18 percent. Haim