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

To: Chuzzlewit who wrote (72228)	10/15/1998 1:36:00 PM
From: Lee	Respond to of 176387

Thanks Chuzz, ..Re: On the loss issue, typically each plant in a manufacturing company is viewed as a distinct profit center, which means that it has its own balance sheet and income statement and set of fixed costs and gross margins. Thanks Chuzz, you said in a most straightforward way exactly what I was trying to communicate! Amazing that you figured out that murky communication! <VBG> After I re-read it, it was clear that it was murky! I wasn't the least concerned since I had an inkling that that's how the accounting is done. Was only trying to shed light on the mechanics. Regards Lee

To: Chuzzlewit who wrote (72228)	10/15/1998 1:39:00 PM
From: jhg_in_kc	Read Replies (3) \| Respond to of 176387

Chuz and nihil and Darrel and ALL. I take it we have laid the alleged component pricing danger to rest. To another concern: Should we as shareholders be concerned that Dell is expanding too fast particularly in places like Brazil and Asia whose economies are in recession? and whose currencies are or may be devalued? I see a negative in possibly lower sales, a positive in definitely lower costs. Any thoughts? I remember reading Dell got in trouble by expanding too rapidly once before. jhg