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Technology Stocks : Dell Technologies Inc.

DELL 126.37

+2.8%

2:12 PM EST

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To: JRI who wrote (158592)	7/18/2000 9:29:08 AM
From: Gabriel008	Read Replies (1) of 176387

John, it's that time of the quarter again. IDC due on Friday. I figure if DELL hits 3.3 million units they make 21 cents which is consensus based on a 21.5% GP and a $2300 asp. Do you have any evidence that these two key factors have changed appreciably from last quarter? Regards, Gabriel

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