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Technology Stocks : Dell Technologies Inc.

DELL 146.68

-1.7%

Nov 7 9:30 AM EST

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To: Mohan Marette who wrote (126617)	5/19/1999 9:17:00 AM
From: Rich Young	Read Replies (1) of 176387

Dell indicated "mid-single" sequential growth for Q2 and "double-digit" sequential growth for Q3&4. Assume bare minimum figures based on these indications. Starting at .16 and assuming 5%, 10% and 10% sequential growth, you get: .16 x 1.05 = .168 (.17) .168 x 1.1 = .1848 (.19?) .1848 x 1.1 = .203 Add it all up and you get .7158 MINIMUM for the current FY. This is based on the lowest-end growth figures per Dell guidance and assumes business as usual for the rest of the year. Any analyst that has less than .72 for the current FY should probably take another look. Rich p.s. Besides, Kumar said before earnings that this Q was in the bag and that the most important thing was what Dell said about H2. I believe they were more upbeat about H2 than people were expecting.

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