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

To: D.J.Smyth who wrote (53611)	7/23/1998 8:00:00 PM
From: MIKE REDDERT	Respond to of 176387

Good Analysis on SG&A I went back and did the math myself and came up with a sequential increase of approximately 2.2 % ( 15.4% vs. 13.2%). My only question would be whether or not analysts had any previous guidance on this. However, your observation that revenues came in as expected, would indicate that they did not. Considering the SG&A increase, I would consider this report a positive for Dell. However, since it isn't immediately apparent, I would suspect that Dell will trade down somewhat sharply on the open tomorrow. On the plus side, I think that opening selloff won't last long. Mike