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

To: JRI who wrote (112759)	3/26/1999 4:50:00 PM
From: Thomas J. Smith	Respond to of 176387

PIGMAN = WINNER ................... Stay away from DELL

To: JRI who wrote (112759)	3/27/1999 11:21:00 AM
From: Gabriel008	Read Replies (1) \| Respond to of 176387

John, did you read the postings between Jim Kelley and Rudedog yesterday regarding the 1% royalty saving that will probably accrue to DELL via the cross-licensing deal with IBM. Apparently, there is validity to this but the big question is when this will come into effect. In Q4 this deal would have upped the GP to 23.4% vs 22.4% actually reported. And, on an EPS basis would have added 2.6 cents per share or 1.3 cents post-split. In Q1 the incremental EPS could be as much as 1.5 cents per share. Regards, Gabriel