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Technology Stocks : Dell Technologies Inc.

DELL 131.88

+4.7%

10:56 AM EST

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To: Mohan Marette who wrote (39088)	4/27/1998 9:22:00 AM
From: Ramsey Su	Read Replies (3) of 176387

Mohan, this is really bad news indeed, wonder who is going to get hit the most today. UNIT sales of only 14% was down from previous Dataquest estimates. Now with prices coming down, revenue growth are probably going to be down substantially. Gateway, the most recent boxmaker to rpt, had unit growth of 38%, rev growth of 22% and earnings growth of 12%. This dataquest number is going to be a killer. Asia is dying and Europe is not really all that robust. Forward earnings growth for this group is going to be a challenge to sustain. Ramsey

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