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Technology Stocks : Dell Technologies Inc.

DELL 118.75

-0.8%

Jan 14 3:59 PM EST

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To: jim kelley who wrote (28516)	1/26/1998 8:09:00 PM
From: Gabriel008	Read Replies (1) of 176387

Jim,Dataquest has historically underestimated DELL's unit sales volume. IDC, on the other hand, has been much more accurate. I see the Dataquest sales volume of 1381k for Q4 as the floor and this still represents 14% sequential growth. Not bad for the low end. IDC will report in the next day or so and their numbers should more closely correspond to our estimates ~ 1,460k - 1500K. I believe margins this Q will improve & will fluctuate with ASP. Right now I feel comfortable with an ASP range of $2550-$2625 and a gross margin range of 22.8% - 23%. I wish I had a better handle on ASP though!

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