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Technology Stocks : Dell Technologies Inc.

DELL 135.98

+3.0%

Dec 2 3:59 PM EST

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To: SecularBull who wrote (152167)	1/26/2000 7:47:00 PM
From: Sr K	Read Replies (1) of 176387

To the thread: You don't need spies - you just use published info and talk to suppliers and customers to fill in the blanks, mol. More importantly, this thread missed what I see as the key professional disclosure, if you understand it: Dell said it expects to report revenue of about $6.7 billion for the fourth quarter, which would be up 30 percent from the prior-year period. Unit volumes are expected to increase more than 30 percent on a fiscal-quarter basis, and 50 percent on a calendar-quarter basis, which is the way industry analysts report rankings. This means that January unit volumes, with 2 days to go, is down y/y. So they didn't pre-announce in December because they didn't know yet. If ASP is up because of a better mix, January may not be down y/y in dollars. But if ASP is flat or down, yes. It will be important to get the backlog at 1/28/2000 to know if there is any sugarcoating. Below 30 is very possible IMO.

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