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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: david who wrote (132705)	6/15/1999 12:52:00 AM
From: JRI	Read Replies (1) \| Respond to of 176387

David- The chances of Dell missing its consensus estimate this quarter (.17) are pretty slim... Margins would have to remain flat (7.8%)...this IS possible...likely....HOWEVER, revenue growth would have to slow to less than 4.5% from last quarter...THAT is unlikely....despite the fact Meredith pointed to "mid-single digit revenue growth" in the CC...this likely means north of 6%....take your pick....6.5%, 7%, 8%...but in all likelihood not less than 5%.. By all accounts, PC sales have been strong in Q2...IDC recently upped their year forecasts.... .17 seems a pretty inescapable conclusion this quarter.......the real question is what the forward will be and especially comments about Y2K and Dell's new growth initiatives...