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To: Lee who wrote (43919)	5/20/1998 4:20:00 PM
From: Jim Patterson	Read Replies (3) \| Respond to of 176387

OK Lee, Lets see if we can clarify this completely. This was the lowest upside surprise in the last 6 quarters. Q1 99 44A cents is 5% greater than 42E cents. (44/42) - 1 = .05 Q4 98 41A cents is 7% greater than 38E cents. Q3 98 33A cents is 6% greater than 33E cents. Q2 98 30A cents is 10% greater than 27E cents. Q1 98 27A cents is 12% greater than 24E cents. Q4 97 26A cents is 20% greater than 21E cents. Q3 97 20A cents is 25% greater than 15E cents. This comes from GKM&Co. If you look closely, you will see that Q1 99 @ 5% is the lowest upside surprise in the last 6 quarters, and the trend is DOWN. I might add, the exact number is like 43.57 cents Just enough to round up to 44. Oh yea, Don't forget that lower tax rate and the buyback to help boost the number too. Are we clear now ? Jim

To: Lee who wrote (43919)	5/20/1998 5:13:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Lee, JP is pulling everyone's chain. I would not waste much time on him. He is basing his chain of reasoning on this faulty premise namely: DELL is having more difficulty beating analysts expectations. Those of us who have been following DELL for a number of years know that the estimates in question were way off until a few quarters ago because the analysts really did not understand DELL's model and the consistently misread the competitive situation. Mr. Patterson is trying to use the premise of "waning ability to exceed expectations" . He is either completely disingenuous or he is hopelessly lost in his false logic. I think it is the former. He seems to get a kick out of misdirecting people.