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Technology Stocks : Dell Technologies Inc.

DELL 132.08

-0.8%

Dec 1 3:59 PM EST

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To: JRI who wrote (155424)	3/21/2000 4:04:00 PM
From: Gabriel008	Read Replies (1) of 176387

JRI, I've been diddling with DELL's Q1 numbers. The consensus estimate is 16 cents and despite the fact that DELL probably had a very soft February period, in both revenues and margins, they should beat this number by 1 or 2 cents. My only big concern going forward is Michael DELL himself. Where's his head these days? In DELL or in his growing venture capital business? I'm also waiting for the April IDC numbers. Anything over 3.6 million units, representing 9% sequential growth, and I'm buying calls. Anything under 3.5 million units and I'm buying puts. Regards, Gabriel

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