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Technology Stocks : Dell Technologies Inc.

DELL 129.98

-6.2%

Dec 12 9:30 AM EST

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To: Gabriel008 who wrote (53395)	7/24/1998 12:39:00 AM
From: jim kelley	Read Replies (1) of 176387

Gabriel, Your analysis is conservative and I agree it should be based on experience last quarter. Some comments: ASP is probably only down < 2.4 % which GTW reported. DELL should be somewhat better than GTW due to product mix. However, if consumer sales are great this could change the ASP downward. I expect no adverse affects on margin. Margins should be up due to the all new product mix. Unit Sales may be up more than expected due to the success of their consumer sales. Reports have this doing extremely well since the modification of their lease program. But again due to slower sales in May it is best to be conservative in these estimates.

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