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


To: Gabriel008 who wrote (112951)3/28/1999 12:15:00 PM
From: sshia  Read Replies (1) | Respond to of 176387
 
Wall Street Journal reports more trouble ahead for DELL

Germany Shows Dell Is Vulnerable --- Sales Slip as Foes Step Up
Competition
The Wall Street Journal Europe, 03/26/1999, 959 words.
Investors looking for chinks in Dell Computer Corp.'s
previously impregnable armor should look to Germany. Until
recently, the U.S. computer maker's sales there have mirrored ...



To: Gabriel008 who wrote (112951)3/28/1999 3:23:00 PM
From: jim kelley  Respond to of 176387
 
Gabriel,

I think we have already begun to see the impact of reduced SG&A.
SG&A was only up 2 M between Q3 and Q4. I think you are probably correct that DELL SG&A will go to 8% .

If the royalty payment were ended this quarter then we will begin to see the results in the May report.

Regards,

Jim Kelley