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Technology Stocks : Dell Technologies Inc.

DELL 125.88

-1.6%

Dec 31 3:59 PM EST

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To: jim kelley who wrote (151301)	1/14/2000 5:06:00 PM
From: Patrick E.McDaniel	Read Replies (2) of 176387

Jim, unit sales from IDC and Dataquest will be out in a few weeks. WebPC is going to make this quarters analysis difficult for me. We have no track record of the WebPC so we can't apply a known percentage of units to that line. WebPC sales will lower ASP but margins could go either way. Logic has it that a new model will start at zero and move up over time to some level and stabilize. All this makes ASP estimates difficult but I am thinking of using 5% of units WebPC for revenue calculations. ASP could also go either way due to high end model pricing. Any ideas on this? Pat

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