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To: Tom Smith who wrote (134676)11/15/2001 4:40:42 PM
From: ild  Read Replies (1) | Respond to of 436258
 
4:21pm 11/15/01 [DELL] DELL EXPECTS Q4 REVENUE TO FALL FROM Q3 LEVEL

4:20pm 11/15/01 [DELL] DELL EXPECTS Q4 SHIPMENTS TO BE FLAT

4:21pm 11/15/01 [DELL] DELL EXPECTS Q4 EARNS OF 16C, IN LINE WITH ESTIMATES

4:19pm 11/15/01 [DELL] DELL Q3 FIRST CALL PROFT ESTIMATE 15 CENTS A SHARE

4:18pm 11/15/01 [DELL] DELL Q3 GROSS MARGIN 17.6% OF REVENUE



To: Tom Smith who wrote (134676)11/15/2001 4:59:48 PM
From: Haim R. Branisteanu  Respond to of 436258
 
yep down over 10% YoY but that does not matter we are all hopeful and only positive growth matter for stock price projection.

Stock down a notch in after hours as is MSFT and INTC

The Round Rock, Texas-based company reported net income of $429 million, or 16 cents per share, compared with net income of $674 million, or 25 cents per share, in the same period a year ago.