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

To: jim kelley who wrote (117035)	4/13/1999 2:23:00 PM
From: Lee	Respond to of 176388

Hi Jim,..Re:.Lee what are the components of the CPI index and how are they weighted? Table A. Percent changes in CPI for Urban Consumers (CPI-U) Seasonally adjusted Category 1998 1999 3-mos. ended ended Sep. Oct. Nov. Dec. Jan. Feb. Mar. Mar. '99 Mar.'99 All Items .1 .2 .2 .1 .1 .1 .2 1.5 1.7 Food and beverages .0 .5 .2 .1 .4 .2 -.2 1.5 2.2 Housing .2 .2 .3 .1 -.1 .1 .2 1.2 2.3 Apparel -.6 .0 -.1 -.6 -1.1 -.2 -.3 -6.2 -1.6 Transportation -.4 .1 -.1 -.4 -.1 -.1 .7 1.7 -.6 Medical care .3 .2 .2 .3 .3 .2 .2 3.3 3.5 Recreation .1 -.2 .1 .1 .4 -.1 .0 1.2 .8 Education and communication .1 .1 .3 -.2 .3 .1 .0 1.6 .9 Other goods and services .9 .3 -.3 4.2 2.0 -.1 -.6 5.0 9.0 Special Indexes Energy -1.2 .1 -.3 -1.1 -.2 .0 1.6 5.8 -3.1 Food .1 .5 .1 .1 .5 .1 -.2 1.7 2.3 All Items less food and energy .2 .2 .1 .3 .1 .1 .1 .9 2.1 stats.bls.gov:80/news.release/cpi.nws.htm Weights and revisions can be found at the sites listed below as well as comprehensive lists detailing components of each category. stats.bls.gov:80/cpihome.htm 1998 CPI Revision - Brief Description 1998 CPI Revision - Detailed Documents News Releases stats.bls.gov:80/mlr/cpiap01a.htm Appendix 1: Major Group - Food and Beverages stats.bls.gov:80/mlr/cpiart01.htm Articles on the 1998 CPI Revison Regards, Lee

To: jim kelley who wrote (117035)	4/13/1999 4:09:00 PM
From: Gabriel008	Read Replies (1) \| Respond to of 176388

Jim, I'm expecting the Intel earnings report this afternoon to be a non-event for we bulls. Intel should easily make consensus estimates and make their typically cautious comments going forward. CPQ's Q1 only showed 3% revenue erosion [despite a 50% earnings shortfall]. And, if Dan Niles is close to being accurate on his PC volume and revenue forecast for 1999, this translates to 1% to 3% sequential volume growth. And, with HP and DELL both stating that Q1 is okay I suspect that Q1 earnings will start looking much better than expected. DELL's analyst meeting really cinched it for me last week when Meredith spoke. This paragragh taken from a news summary says it all; <Chief Financial Officer Tom Meredith later declared, "We are pleased with our position over all geographies, all product segments and all customer segments... The officials were responding to investor fears that have been triggered in recent months by warnings of weak sales early in the year by rivals including Compaq Computer Corp. (NYSE:CPQ),the world's No. 1 PC maker. "What you have from us is a commitment...(that) we will continue to grow at a multiple of the market and we will also provide you with quarterly growth," Meredith said directly Dell's competitors normally post strong holiday-fueled fourth quarter results followed by sharp sequential declines in the first quarter. By contrast, Dells' revenues grow consistently each quarter without such ups and downs. Meredith told analysts they should leave the meeting feeling comfortable about Dell's position in the market selling PCs to large corporate customers, both in its current quarter ending in April and for future quarters. To insulate itself against the downward pressure on PC prices being felt industry-wide, Dell officials described how the company was focusing on boosting the percentage of revenues its receives from items other than PCs themselves. These include follow-on sales of peripheral products like printers, customer financing arrangements and computer services to help customers install and maintain PCs. Dell officials said 38 percent of revenues come from non-hardware items, up from 31 percent a couple of years ago."> Notice the commitment to make the numbers this and every quarter. That is a very strong statement suggesting a good Q1 at the least. Notice also the increase in peripheral sales [to offset ASP erosion] as a growing percentage of total revenue. Regards, Gabriel