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Technology Stocks : Dell Technologies Inc.

DELL 119.71

-2.4%

1:06 PM EST

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To: Chuzzlewit who wrote (98305)	2/12/1999 6:21:00 PM
From: vc21	Read Replies (1) of 176387

Chuzz, You said: >>>4. He then goes on to estimate that y/y revenue growth will slow to 39% in January '99. But if that were true, then total revenues would be $17.009 BB for FY '99. But by my reckoning we have already booked $13.069BB so far (not counting Q4), and even if we take his lowered estimates of $5.2BB, that would yield $18.269BB for the year, or a 43.4% y/y increase. <<< I think that 39% is derived from y/y rev growth on q4 at 5.2b. This would then give year-end revenue growth of 48.2% You know what part about that model I really like? Dell has sold more computers sequentially since q1 98. They've sold an average of 200k more computers each quarter. When that streak ends, I may start to get worried. Regards, VC

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