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Technology Stocks : Dell Technologies Inc.
DELL 117.40-1.7%Nov 20 4:00 PM EST
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To: Jim Patterson who wrote (26417)12/29/1997 12:15:00 PM
From: Meathead  Read Replies (1) of 176387
 
Man.... your math is whacked. How do you get a 3% drop in
net margins? Try using a spreadsheet to simulate Dells
operating model and the effects of various events on earnings..
not just pulling percentages out of your rear.

Here's a clue. Dell's asia/japan sales represent 7% of revenue or
$223 Million for Q3. You are predicting that sales go to ZERO.
In fact, sales are still increasing in this region only
at a slower rate. This is what the term slower growth
means.

So, no revenue hit. Furthermore, you don't seem to
grasp the concept of declining component prices in the region
where Dell procures most of it's material.

You won't get a 3% drop in net margins even if sales dropped
significantly in that region.

cheers

MEATHEAD
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