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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 9:30 AM EST

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To: Mohan Marette who wrote (115484)	4/9/1999 10:11:00 AM
From: Ian@SI	Read Replies (2) of 176387

SmithBarney Notes Part 1 --SUMMARY:--Dell Computer--PCs At a well attended analysts' meeting in New York yesterday, Dell management outlined several key initiatives for the coming year, as well as growth drivers. Key initiatives included 1) driving more sales through the Internet, and 2) expanding services offerings which will be treated as profit centers. Growth drivers cited by management included 1) penetration of new customer segments, 2) continued global expansion, and 3) product leadership. Management commented that analysts should not alter their current growth expectations based on the initiatives outlined at yesterday's meeting. Rather, the initiatives should be viewed as headroom to achieve current expectations. Maintain Neutral (3H) rating. --EARNINGS:----------------------------------------------------------------- FYE 1 Qtr 2 Qtr 3 Qtr 4 Qtr Year Actual 01/99 EPS $0.11A $0.13A $0.14A $0.16E $0.53E Previous 01/00 EPS $0.16E $0.17E $0.19E $0.20E $0.72E Current 01/00 EPS $0.16E $0.17E $0.19E $0.20E $0.72E Previous 01/01 EPS $N/A $N/A $N/A $N/A $0.89E Current 01/01 EPS $N/A $N/A $N/A $N/A $0.89E Previous 01/02 EPS $N/A $N/A $N/A $N/A $N/A Current 01/02 EPS $N/A $N/A $N/A $N/A $N/A Footnotes: EPS are fully diluted. --FUNDAMENTALS:------------------------------------------------------------- Current Rank........:3-H Price 04/08/99......:$45.00 Prior Rank..........: Target Price........:$30.00 P/E 01/00...........:62.5X 52 Wk Price Range...:54.31 - 16.73 P/E 01/01...........:50.6X Proj. 5yr EPS Grth..:25.0% Return on Equity 99.:89.00% BookValue...........:$2.64 LT Debt-to-Capital..:N/A% Dividend............:$N/A Revenue 2000........:$18389.00 mil Yield...............:N/A% Shares Outstanding..:2784.00 mil Convertible.........:No Mkt. Capitalization.:$125280.00 mil Hedge Clause(s).....:

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