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To: Mike Gordon who wrote (17624)2/18/1998 10:28:00 PM
From: Dulane U. Ponder  Read Replies (1) | Respond to of 97611
 
I apologize if, by chiming in later in the evening, I am repeating info about the Dell Asia biz. But ... I heard on cnbc that Dell had only 6-7% exposure in Asia. This stat was cited before earnings were announced. If biz was up 79% that would mean .65 x .79 which equals ~.51 + .65 = .116 meaning that their current exposure would now be 11.6%. If I'm wrong please let me know. I'm no number guru! dp



To: Mike Gordon who wrote (17624)2/19/1998 1:43:00 AM
From: ed  Read Replies (2) | Respond to of 97611
 
Dell had 6% of its business in Asia, so with 79% increase, it is really not that much.



To: Mike Gordon who wrote (17624)2/19/1998 10:50:00 AM
From: BILL CHOW  Read Replies (2) | Respond to of 97611
 
Mike:

DEll has a good report here. The 79% is not as spectacular as it seems. Remember Asia sales is only 1% of Dell business which is about $74 Million. I hope CPQ gets ride on Dell's good news.

Cheers


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