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

To: Sr K who wrote (174590)	3/15/2005 5:40:00 AM
From: Sig	Respond to of 176388

<<In December 2004, the FASB issued SFAS 123 (revised 2004), "Share-Based Payment", (SFAS 123R). SFAS 123R requires companies to expense the value of employee stock options and similar awards. SFAS 123R is effective for public entities that do not file as small business issuers as of the first interim or annual reporting period that begins after June 15, 2005 and thus will be adopted by the Company for the quarter ending October 31, 2005. The Company is currently evaluating its compensation policies and practices, along with the impact of SFAS 123R on its results of operations. >>> This one should affect Dell in August. SIg

To: Sr K who wrote (174590)	3/15/2005 9:40:41 AM
From: kemble s. matter	Read Replies (1) \| Respond to of 176388

Sr.K, Hi!! Excellent points...But, how wouldn't DELL further benefit by not extracting all the profits from their sales on ink? Is the overhead DELL would "inherit" that heavy? Thus, the current margin decreasing? A few years back I had a conversation with an IBM guy over in Connecticut at a wrestling tournament...During a break I heard him mention to another parent: "Carly Forina"...We began talking and eventually the conversation turned to the possible vulnerability of HP's market share if and when DELL went after them on the ink...I had read that HP was possibly receiving an 80% profit margin on ink...He told me that IBM had information that showed HP garnering way over a 100% profit...He spoke strongly of how HP's achilles heel would come when some one cut into this huge profit... Best, Kemble