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Technology Stocks : Dell Technologies Inc.
DELL 119.41-2.7%Nov 19 3:59 PM EST

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To: D. Swiss who wrote (146861)11/10/1999 11:15:00 AM
From: kemble s. matter  Read Replies (1) of 176387
 
Drew,
Hi!!
RE: here is my take on the EPS estimate for tomorrow. If we assume that a 61.6% unit increase par Dataquest will translate into approximately 51% revenue growth (similar to the way the 50.3% translated into a 41.8% revenue growth rate last Q -this does not consider that October in Dell's Q is stronger than July in Dataquest's Q), and we assume net margins went from 8.3% last Q to 8% this Q (related to the temporary DRAM pricing situation), Dell should report EPS of $.22/share and revenues of $7.6 billion.

Hey babes...I know you do math... :o) Hope you're right on....Enterprise is the key...

Best, Kemble
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