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Technology Stocks : Dell Technologies Inc.

DELL 133.59

-1.8%

Dec 3 3:59 PM EST

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To: JRI who wrote (146899)	11/11/1999 9:34:00 AM
From: Gabriel008	Read Replies (1) of 176387

John, I'm not concerned about the eps number that DELL will report. As already discussed 19 cents is probably the low end number whereas I'm expecting 20 cents. However, based on what I hear, the revenue number must reflect a minimum 40% growth yoy. Anything under $6.8b will be viewed negatively. And, this is where I have concerns. My calculations point to between $6.8 & $6.9 b in revenue this quarter.This reflects the IDC number - approximately 3.250 million units - and an ASP of $2100 per unit. The ASP reflects a 3% sequential decline - consistent with previous quarters. The ASP number is the only unknown in the equation and any greater than normal price erosion [i.e., less than $2100 ASP]will hurt the top line number. Let's hope DELL has been able to contain price erosion this quarter. Regards, Gabriel

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