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Technology Stocks : Dell Technologies Inc.

DELL 118.99

+1.3%

10:22 AM EST

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To: Meathead who wrote (26465)	12/30/1997 10:41:00 AM
From: Jim Patterson	Read Replies (2) of 176387

re: "If you study Dell's business model, you'll find that amazingly, everything else can go to crap and Dell benefits from it. It's pretty brilliat really" I guess the reason I am longterm bearish on DELL is that I just find this hard to believe. Dells EPS are expected to be 75 cents in Q4, I have a strong feeling that they will make that number, it is the 77 cents in the 1st Q that I think investors should focus on. Does the decline in Y/Y growth rate concern you ? Does the decline in Q/Q growth rate concern you ? Last all box makers have a tendency to pass component cost through to the end user. You know what, I think you are right. What would it take for Dell to beat that 75 cent number. DRAM's are in the 2-2.75 range, Down from $4 last Q. Hard drives are in huge surplus every where. Intel just announced the price cuts that Dell had allready been enjoying. Is this enough ? Is there any solid evidence that they are not loosing units to sub zero machines ? That could be a problem going foward. Why are all these component prices coming down in the face of shuch high demand ? Jim

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