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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (47461)	2/16/1999 5:19:00 PM
From: RealMuLan	Read Replies (1) \| Respond to of 132070

<<That Dell knows he's got a problem is evident in the ultra cheapo 2 for 1 stock split. It will backfire this time. A negative, not a positive.>> I thought a smart man like M. Dell should not do this kind of desperate splitting game. I guess I was wrong.

To: Earlie who wrote (47461)	2/16/1999 5:22:00 PM
From: RealMuLan	Read Replies (2) \| Respond to of 132070

DELL WARNING ABOUT MARGINS AND FUTURE SALES IN CCALL. Message 7856071

To: Earlie who wrote (47461)	2/16/1999 5:31:00 PM
From: Peter Singleton	Read Replies (2) \| Respond to of 132070

Earlie, This is material (article courtesy Dell thread): << [Michael Dell] said unit sales increased 55% from a year ago, but by only 9% from the - third quarter to the fourth.>> 2 17:06 T =Dell CEO -2: Defends Revenue Growth Rate Of 38% >DELL By Christopher Grimes NEW YORK (Dow Jones)--Dell Computer Corp. (DELL) founder and Chief Executive Michael Dell said his company performed better than its competitors in the fourth quarter and still has a lot of growing to do. As Wall Street begins to show concern that the company's rapid growth may be ebbing, Dell said his company showed unit and revenue growth that was "significantly faster than the industry" rate. Some analysts warned last week that the company's revenue growth is slowing. Indeed, Dell's revenue of $5.2 billion came in shy of some Wall Street targets, though it was up 38% from a year ago. "To be fair, it wasn't the highest growth rate Dell's ever seen," Dell said in an interview with Dow Jones. "But it certainly was not the lowest either." He said unit sales increased 55% from a year ago, but by only 9% from the - third quarter to the fourth. Computer sales over the Internet rose to $14 million a day, compared with $10 million a day in the third quarter. "So on any real basis, certainly Dell was the best performing company in the sector," he said. "We grew quite a bit faster than Compaq ... throughout the year," he said, referring to rival Compaq Computer Corp. (CPQ). (MORE) DOW JONES NEWS 02-16-99