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Technology Stocks : Dell Technologies Inc.
DELL 132.11-0.8%3:59 PM EST
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To: jim kelley who wrote (27298)1/17/1998 2:46:00 PM
From: Gabriel008  Read Replies (1) of 176387
 
Jim K, CPQ reports Jan 21 and it should give us a clue as to what's shaking in
the pc, server & workstation market segments. CPQ's $50 billion revenue
strategy never did discuss earnings & it's my opinion that they're going
after this revenue number at the expense of earnings. Certainly, they
expect that the momentum from their swift journey to $50B [i.e., critical
mass & market share growth] will help maintain profit margins. I'm not a
believer in this shotgun approach to business.

I do believe, however, that in this quarter CPQ will come in with earnings
on the higher side of mean estimates. This will be due to much higher
European pc sales growth & lower than expected [read budgeted]
component costs from Asia. The workstation & server market may also
contribute to better than expected earnings.The only thing that BTO & the
sub $1000 category will contribute is hype and little else.

DELL, on the other hand, with their very surgically efficient business
strategy will also do better than expected this quarter. They also will
benefit from higher European pc sales & lower component pricing from
Asia. Workstation & server business will do very well.

DELL's recent 15% price reductions may be a signal that they have
achieved Q4 earnings targets and can now concentrate on growing their
market share & maintaining their status as price leaders - at the same
time maintaining their intense pressure on the competition.

I'm looking for earnings in the 80› to 83› range.
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