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

To: jim kelley who wrote (127173)	5/20/1999 4:10:00 AM
From: TTOSBT	Respond to of 176387

Re: "Here are the gripes that will hinder Dell shares:" Jim you have proven to me what I have surmised. So many times I've seen a company have a good decent report only to have the analysts put a negative spin to it just to bring the price down. I guess when there are investment banks writing calls at the rate of 100,000+ for one strike they need a reason to hold a stock's price down for a few days? And after all who's behind some of these investment banks? I guess I'm being cynical because I have some May options but you did put a good spin on that report! TTOSBT

To: jim kelley who wrote (127173)	5/20/1999 1:29:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

jim - the revenue shortfall from missing 2 days of shipments is about 133 M. This would imply that DELL sells $24B in laptops. I think the right number for 2 days of laptops is about $10M...

To: jim kelley who wrote (127173)	5/20/1999 2:26:00 PM
From: rudedog	Read Replies (2) \| Respond to of 176387

Jim - re: It was due to the hiring of 1700 new employees in the quarter. Per Salomon report, new hires were actually down sharply, resulting in some of the decline in OPEX. They claim that 1100 of those employees were temps last quarter, so they were actually part of OPEX although not on the payroll. They claim actual new hires were only 600 as opposed to an average of more than 2000 per quarter in 1998. Based on that analysis, the GM decline was actually greater than reported and is not a 1-time event.