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To: Earlie who wrote (44997)	1/29/1999 8:58:00 PM
From: RealMuLan	Read Replies (2) of 132070

Earlie: the following two posts are from Dell thread. They seems have read IDC report so got some detail info. about 4th quarter. How do you think of them? To: +john rosser (92664 ) From: +Gabriel Dubois Friday, Jan 29 1999 2:53PM ET Reply # of 92886 John, IDC shows DELL with 2.289 million units for Q4. This represents 14% sequential growth for Q4. This represents approximately $0.33 eps without Data Storage. Unless I get better numbers from Data Storage it looks like we're coming in between $0.36 and $0.39 eps. Best Regards, Gabriel exchange2000.com To: +jhg_in_kc (92684 ) From: +Gabriel Dubois Friday, Jan 29 1999 3:26PM ET Reply # of 92886 Significantly, but no one knew how well DELL would penetrate the Data Storage market. IDC reported that DELL generated $946 million in Data Storage in 1998, the bulk coming in the 4th quarter. The impact of this new business category on DELL's earnings could range between $0.03 and $0.07 per share. exchange2000.com

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