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Technology Stocks : Dell Technologies Inc.
DELL 122.46-8.5%Nov 17 3:59 PM EST
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To: kemble s. matter who wrote (58191)8/17/1998 7:27:00 AM
From: Bandit19  Read Replies (2) of 176387
 
Kemble,
From CNBC per Megan Graham Hacket (S&P Group Analyst):
HWP:
-her est $.55
-street est $.56
-weak Asia/Pac weak PC sales
-Europe growing

DELL:
-her est $.44
-street est $.46
-not hit as much as HWP in Asia
-only 6% of sales come from Asia
-50% revenue growth
-74% w/w sales increase
-different business model (BTO/JIT)
-servers and notebook margin rich
-just starting to enter this market
-just opposite of HWP (have been in server/notebooks for long time)

Best,
Steve
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