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Technology Stocks : Dell Technologies Inc.

DELL 128.38

+0.6%

9:30 AM EST

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To: ViperChick Secret Agent 006.9 who wrote (9292)	7/2/1997 3:10:00 PM
From: Gabriel008	of 176387

Q2 EPS estimate. Here are my numbers and although my best guess, to date, is $1.18 we could be looking at +/- variation of up to 5›. Estimate Revenue-----------------$2769 Average selling Price---$2700-same asp as Q4 & Q1 Unit Sales--------------1025----7% growth over Q1 [same growth as Q1 vs Q4] Gross Margin------------$598---same as Q1 [21.6%] Net Income after tax----$213---same as Q1 [7.7%] Average Shares----------180.5--buyback factor [184.0 in Q1] tax rate----------------31.0%--same as Q1 EPS---------------------$1.18 Sales Mix: desktops/workstations--$1844--74%---74% in Q1 & Q4 servers----------------$150----6%---6% in Q1 & Q4 portables--------------$498---20%--20% in Q1 & Q4 other revenue----------$277 Summary ú UNIT SALES: At the end of Q4-f96 DELL stated in their forward looking statements that Q1-f98 was a historically slow quarter [despite the 6% growth they had achieved in Q1-f97] and forecast growth at 3%-5%. They actually achieved 7% in Q1-f98. I guesstimated a 7% increase in Q2-f98 over Q1 despite their cautionary statements. ú AVERAGE SELLING PRICE: Another big guess but since Q4-f97 and Q1-f98 both had ASP's of $2700 there's no compelling reason to think this quarter will be any different. ú MARGINS/EXPENSES: I've kept these the same as Q1-f98. ú AVERAGE WEIGHTED SHARES: 180.5 this quarter versus 184.0 in Q1-f98

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