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Technology Stocks : Dell Technologies Inc.
DELL 122.55+4.4%Nov 21 9:30 AM EST

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To: Patrick E.McDaniel who wrote (9698)7/14/1997 2:50:00 AM
From: jim kelley   of 176387
 
Patrick,

I could not get anything directly from IDC. However, it looks like Brinker got his information from IBD page A6.

The numbers are q3 97= 16.1 and Q3 97=15.5. The corresponding numbers for q3 96= 16.9 and q4 96=13.9. So, they are expecting a slightly weaker q3 followed by a much stronger q4 relative to 1996.

This gives the following revenue estimates for DELL:

Q2---2700
Q3---3230
Q4---3529

This is assuming that DELL is not accelerating in its growth rate.
This gives about $200/share at the end of the fourth quarter.

Merry Christmas

Jim
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