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Technology Stocks : Dell Technologies Inc.

DELL 140.77

+1.4%

Nov 12 3:59 PM EST

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To: Boplicity who wrote (154208)	2/23/2000 5:17:00 PM
From: JRI	Read Replies (1) of 176387

Greg- Current consensus EPS estimates for Q1 are .16....that is flat y-o-y....how much easier can the analysts make it this quarter?? (answer: not much)...Dell got its "lowered bar"..now its up to them to make it happen...(exceed estimates) BTW- Weitzen of Gateway comes out today and says Gateway will be (at least) generating 30B in sales by 2004....and the stock goes up 17%........How Michael coming out tomorrow, and topping him by saying Dell will be, say, 70B by calender 2004...that would be a nice touch, IMO...give "the average Joe on the Street" something to hang his hat on...instead on cryptic analyst Speak.. I think Michael needs to be more clear, forceful about financial goals...instead above "a multiple of market rate"

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