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To: Elwood P. Dowd who wrote (60766)5/7/1999 11:37:00 AM
From: rupert1  Read Replies (1) | Respond to of 97611
 
El: I don't really follow him, but I thought that last time he made much about the difficulty of meeting earnings expectations if they were constantly raised by analysts. The fact is, the growth rate has been on a declining trend for three quarters - maybe more. Kumar said recently it will return to 55%.



To: Elwood P. Dowd who wrote (60766)5/7/1999 11:43:00 AM
From: Kenya AA  Read Replies (1) | Respond to of 97611
 
El: OK. You're right. There was something different. But IMO, it's that the usual "cockiness" associated with Dell wasn't there - it has been eroding since the 11/98 ER and now is all but gone. I think DELL will have a pretty good quarter and that people have adjusted their expectations enough in the past few months to accept 35% growth as pretty darn good.

K


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