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Technology Stocks : Dell Technologies Inc.

DELL 117.44

-1.6%

3:59 PM EST

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To: rudedog who wrote (146912)	11/10/1999 8:35:00 PM
From: jim kelley	Read Replies (3) of 176387

Dog, The truth is that we do not know how well DELL is going to do this quarter. There are too many variables both in their evolving business model, their component costs, and their unit sales to draw such EPS conclusions. Nevertheless, the company is doing exceptionally well. IMO it is best to leave it at consensus estimates which are now 18 cents per share and hope for the best. It is also not advisable to completely ignore Meredith's comments in October. If one looks at the IDC numbers, they seem to imply that DELL will post earnings of at least 7.2 B. Drew Swiss has suggested that the sales could be even higher if the consumer promotions were really that successful. This is true! The revenue could be higher. The problem is we do not know. Most of the analysts are using 6 month old data in their statements and are expecting publicly 6.6 to 6.8 B in revenue. As I mentioned these are very old projected revenues. I think it is more prudent to simply wait and see what numbers DELL posts. I am confident it will be a very strong revenue showing. Perhaps even a watershed inflection point for the company. But I am not sure what their added costs were this quarter due to the component dislocations. My guess is that DELL will post better than current expectations. Again, IMO setting the bar for DELL at the maximum possible level is ill advised and serves no good purpose. But keep trying... :)

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