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Technology Stocks : Compaq

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To: robbie who wrote (48135)2/15/1999 9:13:00 PM
From: Key West  Read Replies (2) of 97611
 
Robbie,
In the Nile report, does Nile include Data Storage in his 0.31 number. As you know, Dell's fiscal year is offset one month from the rest of the industry. How did this, if at all, affect the calculation of Nile's numbers, and how does IDC reconcile this offset in their accurate reporting of Dell's unit numbers in the past. What portion of their $946,000,000 of Data Storage sales in 1998 will accrue to the quarter in question, and how many cents per share would this "wildcard" add to Dell's earnings?

Gene Piccoli
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