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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: jim kelley who wrote (9728)7/14/1997 1:07:00 PM
From: Patrick E.McDaniel   of 176387
 
Jim, I get it now!

q3_97 = -.8 %
q4_97 = +1.6 %

So the real trick is, how will Dell do in this climate. I have Dell doing even better than last relative to the worldwide demand due to the success if internet sales. Using Dell's 19.5% sequential Q3/Q2 and 19.5% sequential Q4/Q3 data of last year would be a fair approximation for this year it seems.

After Q3 we can update the model again.

Merry Christmas, Pat

P.S. How do you feel Intel will do tomorrow?
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