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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 3:59 PM EST

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To: Venkie who wrote (90560)	1/21/1999 3:48:00 PM
From: Byron Xiao	Read Replies (2) of 176387

Wait. I think SUNW will tank on a so-so report after the close. They've announced they will ONLY meet street estimate in December because of new accounting rules adopted on their inventory. What I understood is: it takes more time for them to record the shipments than before the new rule is taking effect. As a result, a lot of the shipments in late December won't be counted as last quarter's revenue and profit. It will be counted as next quarter's. The implication is the next quarter will be the blow-out quarter, rather than this quarter. Expect SUNW tank to low 80s which will create a tremendous buying opportunity. SUNW should go to 154 after the next quarter report to achieve the $50B market cap that they so eagerly wish.

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