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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: Mohan Marette who wrote (120403)	4/24/1999 2:23:00 PM
From: jim kelley	Read Replies (1) of 176387

Mohan, The numbers coming in above Kumar and Niles original estimates. Kumar modified his sequential growth estimate Thursday to 15% probably after talking to Dataquest and IDC.The numbers are in line with my own estimates from earlier this week.There is some uncertainty in the numbers and the sequential unit growth could be between 13 and 15 % due to the unknowns. I am expecting very good cost controls this quarter so expect the stock to achieve 54-59 range by earnings time. I am sure that IDC and Dataquest adjust the numbers for DELL's out of sync quarter. They can call the company to get some guidance on this. Most important, however, I expect DELL to continue its successful strategy in Q2 and I expect that CPQ will show additional marketshare losses as a result of its inefficient operations and mixed channel strategy. DELL will be the chief beneficiary of this extra market growth. All in all this will be an exciting year for DELL shareholders! Regards, Jim Kelley

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