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Technology Stocks : Dell Technologies Inc.

DELL 119.41

-2.7%

Nov 19 3:59 PM EST

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To: Gabriel008 who wrote (98828)	2/13/1999 3:59:00 PM
From: Chuzzlewit	Read Replies (4) of 176387

Gabriel, I agree with all of your points right down the line, although I am not quite so bullish as you (I am estimating revenues at around $5.6B with earnings of around $.33). The one point I would make is that IDC's data are through Dec 31, whereas Nile is talking about the period ending Jan 31. The BBRS report is very fuzzy on ASP's. Based on their revised 2.2 million units and $5.2 billion in revenue the ASP works out to $2364. Where did the $2350 ASP number for Q4 come from? I think he is talking about ASP at the end of the quarter, not ASP for the entire quarter. The section on gross margins really had me baffled. There are any number of issues that are inconsistent, not the least of which is a report previously quoted on this thread that pointed out that just a few day ago Nile said Dell had a fantastic finish to the quarter. Thanks for your input. TTFN, CTC

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