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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: BBG who wrote (156693)	5/2/2000 1:21:00 PM
From: D.J.Smyth	Read Replies (1) of 176387

if we can trust these numbers, then Europe was still up about 11% YOY (for Dell) from last year and sequentially marginal relative to last quarter's overall sales relative to gain/loss (this assumes their ASP was about the same from the last qtr to this). We know Asia is up about 56% which would represent about $.740 billion. Europe is up 11% at $1.48 billion. If the Americas are up only 26% from YOY (to $4.8 billion); revenue could exceed $7 billion. it depends on the mix in Europe and Asia

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