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Technology Stocks : Dell Technologies Inc.

DELL 146.68

-1.7%

Nov 7 9:30 AM EST

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To: rudedog who wrote (153590)	2/11/2000 12:52:00 AM
From: Sr K	Read Replies (3) of 176387

The projections for revenue were 5% for Q1 with February looking flat so far; and moving toward 30% with acceleration in H2. Earnings projections were not projected at 30%, but with the 7 to 7.5% margins you can calculate what they mean. I still think just above or below 80 cents will be the new estimates, and that is about 20% over FY00. How people value this level of earnings, where about 1/4 is used to buy back shares offsetting employee and director stock options, is the guessing game and what will make the market. W2000 is not a consumer OS, so Niles' comment that this would help consumer sales -- Niles thinks it is significant that the pc will start getting more memory per box and consumers will want to make sure they have that for Windows 2000, so that's a benefit for DELL. -- is out of left field.

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