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Technology Stocks : Dell Technologies Inc.

DELL 133.92

-4.9%

Nov 13 3:59 PM EST

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To: Lee who wrote (151743)	1/21/2000 8:28:00 PM
From: Meathead	Read Replies (2) of 176387

Hi Lee. Maybe I can help here. Dell shipped 3.23M systems worldwide last Q so 3.57M is a Q/Q increase of ~10.5%. That's not bad or inconsistent with the past and certainly better than last year's 9% Q3/Q4 unit volume growth. I have been using 3.55M for my low side EPS calculation over the last few weeks. Dell can hit .21/shr with this volume if Gross margins get back to 21% or better. To me the European IDC numbers don't seem alarming. I was suspecting that Dell would have a very, very weak December due to Y2K. 16% Q3/Q4 growth seems quite healthy. We'll have to wait to see how the other regions fared... MEATHEAD

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