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Technology Stocks : Dell Technologies Inc.
DELL 133.35+0.1%Nov 28 9:30 AM EST
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To: Gabriel008 who wrote (156541)4/24/2000 7:24:00 PM
From: Mike Van Winkle  Read Replies (1) of 176387
 
Gabriel re: 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.

All of us are in your debt for sharing the results of your Dell financial model and I wanted to thank you. Regarding the IDC numbers, I had always thought that the units sold were strictly from the calendar quarters and were not adjusted to a company's reporting time frame. Also, just from a logical point of view of comparison of company growths it would not make sense for IDC to time skew the data for Dell and HP. Further, from a practical point of view, the future numbers are not available. Dell had expected a hockey stick January in Y2K relief and did not get it as all of us are painfully aware of (bears excepted), so Dell could not have given IDC projected numbers last quarter. I will stick to the .16 consensus, from my own point of view.

Europe will continue to be one of the biggest growth issues for Dell, but I think that they finally have the right top team in place. On the other hand, that means it won't be fixed over night. I think that M. Dell's (along with myself) over optimistic past is behind us and even the analysts are on board with Dell's 1Q2001 and year outlook. As usual, the IDC numbers leave me with nothing but more questions, but this time I am not budging from the consensus until print hits paper.

Best and highest regards,
Mike
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