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Technology Stocks : DELL Bear Thread
DELL 132.42-0.6%12:21 PM EST
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To: Ally who wrote (261)3/23/1998 9:01:00 AM
From: jjs_ynot  Read Replies (1) of 2578
 
Denise,

To expand on the differences on our analyses. I don't expect the
P/E to shrink in the third quarter as much as you expected more
likely to 36-38 based on trailing. However, I expect margin squeeze
to some level and to a lesser extent interest costs of $500. debt
incurred to take a few percentage points off the earnings.

Then I expect both P/E and earnings to increase in 4th quarter,
traditionally DELLs best I believe. Thus our numbers work out
to almost exactly the same with somewaht different assumptions.
I do see that the stock might pop to mid 90s in 4th quarter FWIW.
However, who knows - 4th quarter is a LONG, LONG ways away.

Dave
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