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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 (121423)	4/30/1999 2:37:00 PM
From: jim kelley	Read Replies (1) of 176387

Mohan, The next two weeks should be very interesting as the analysts look again at DELL and begin to realize how far off their projections are. CPQ has simply been amazing. Salomon downgraded their earnings estimates for the year to $1.03 per share. With a growth rate of 8% they should be worth $8 per share. Shipments into the channel were up 25% yoy, while shipments out of the channel were 18%. It is simply amazing! Price protection payments for promotions to clear the channel reduced margins significantly. Q2 should be a very strong quarter for DELL since it is able to ship the latest product to its customers while its competitors are trying to clear stale product and are struggling with a hybrid sales and distribution model. DELL's forward looking conference call should be bullish and I expect their results for Q1 be amazing. I guess Larry is not looking at the growth momentum. Have a great weekend! Jim Kelley

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