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

To: Mohan Marette who wrote (123281)	5/7/1999 4:59:00 PM
From: D. Swiss	Respond to of 176387

Mohan, A Dogway acquisition would make me happy. I have owned this barker as long as Dell (anything next to Dell is a bow-wow) and would love to unload it to get more Dell shares. Maybe then Kemble would stop busting my Kahones about selling Dogway. :o) Drew

To: Mohan Marette who wrote (123281)	5/7/1999 6:46:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Mohan, I think you are confusing gross profit and gross margin. The issue is increasing gross profit -- I don't care about profit margin. Look at it this way: suppose you have two companies, the first with sales of $20BB with a gross margin of 22%, and the second with sales of $5 BB and a gross margin of 15%. The first has gross profit of 4.4BB and the second has gross profit of $750MM. Put them together and you have sales of $25BB and gross profit of %5.15BB giving you a gross margin of 20.6%. The erosion in margin isn't important. The increase in gross profit is. Remember, we only care about gross profit