Dell and Palo [clears throat] Alto, both

of which reported after the bell. The

company raised its annual sales forecast

by $25 billion. Um that means that

revenue in this fiscal year, which ends

in January, $192 billion. 74 billion of

that is from the sale of AI servers.

Their nonI server business is actually

also really strong right now.

>> Michael Dell is will probably go down in

history as one of the greatest financial

engineers of all time. I mean, if you

think about the various iterations and

spinouts and take privates and, you

know, Silver Lake LBOS's that he's

managed to create

>> a lot of money for himself obviously,

but huge amounts of money for

shareholders. And I do think it's

interesting that Dell is doing so well,

is performing so strongly and is just

one of a crop of like left for dead

names. HPE is another company that

>> yeah,

>> two, three years ago people would not

have seen as the success story that it's

been this year. Intel is a great

example, although with a helping hand

from from Secretary Lutnik and the

president. The question for all these

companies will again come down to supply

chain. Their input the cost of their

inputs is going up dramatically. How

much longer will customers be willing to

stomach the kind of price increases that

these supply or these manufacturers have

to make specifically around memory?

>> Well, here's what's interesting. Their

operating expenses as a percentage of

sales were the lowest in Dell's history

at 8%. But part of that is because

they've been ris raising prices

>> and you can charge whatever you