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To: Chuzzlewit who wrote (105628)	2/27/1999 4:27:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 176387

DELL: PAINE WEBBER decreased estimate for quarter ending 07/99 from $0.36 to $0.35 on 02/17/99 DELL: PAINE WEBBER decreased estimate for quarter ending 10/99 from $0.40 to $0.39 on 02/17/99 DELL: PAINE WEBBER has reiterated estimate for quarter ending 04/99 of $0.32 on 02/17/99 DELL: PAINE WEBBER made new estimate for long term EPS growth of 50.00% per year on 02/17/99

To: Chuzzlewit who wrote (105628)	2/27/1999 4:31:00 PM
From: jim kelley	Read Replies (2) \| Respond to of 176387

CTC, I have been wondering why the tax rate changed so much. Thanks for the insight. I think that CPQ cash flow situation is worse again by 1.8 B due to channel stuffing. They have to pay for all that inventory and those costs were incurred in the 4 th quarter. I re did a proforma income statement for CPQ based on actual sales and prorated product costs and it looks like they went underwater on their product earnings but got bailed by their service earning. I came up with 12.7 cents per share. Would like your take this type proforma restatement. Regards, Jim Kelley