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Technology Stocks : Dell Technologies Inc.

DELL 133.18

-0.1%

Nov 28 12:59 PM EST

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To: D. Swiss who wrote (156539)	4/24/2000 4:32:00 PM
From: Gabriel008	Read Replies (3) of 176387

Drew, I appreciate your points but 16 cents already assumes that margins are at 20% - the same as Q3- not 19.2% as in Q4. 16 cents also assumes no erosion in prices from Q4 and no increase in Opex from Q4. The January vs April effect could have an impact but historically I've generally found IDC to be very close to DELL's real numbers despite the 1 month difference. Nevertheless, if DELL hits consensus you can be assured the market will be less than impressed. If DELL comes in at 14 or 15 cents I'm pretty sure they will warn by the end of the week. regards, Gabriel

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