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

To: JRI who wrote (146899)	11/11/1999 9:34:00 AM
From: Gabriel008	Read Replies (1) \| Respond to of 176387

John, I'm not concerned about the eps number that DELL will report. As already discussed 19 cents is probably the low end number whereas I'm expecting 20 cents. However, based on what I hear, the revenue number must reflect a minimum 40% growth yoy. Anything under $6.8b will be viewed negatively. And, this is where I have concerns. My calculations point to between $6.8 & $6.9 b in revenue this quarter.This reflects the IDC number - approximately 3.250 million units - and an ASP of $2100 per unit. The ASP reflects a 3% sequential decline - consistent with previous quarters. The ASP number is the only unknown in the equation and any greater than normal price erosion [i.e., less than $2100 ASP]will hurt the top line number. Let's hope DELL has been able to contain price erosion this quarter. Regards, Gabriel

To: JRI who wrote (146899)	11/11/1999 10:34:00 AM
From: Frank Ellis Morris	Read Replies (1) \| Respond to of 176387

>>Boy, if there is ever such a thing as a "SHOW ME" quarter...this is it...Dell must deliver here...the Street is waiting for a surprise (to move the stock)... Given the relatively low expectations (.18)...Dell should do well...and the stock should recover some (post earnings)...Hopefully, momos are getting tired making 1,000% this year on the Qualcomm's and JDSU's or 100% in a month on GTW, SEBL, NEON, << JRI the above is my sentiments precisely. Dell must and I repeat must deliver good news this afternoon at 5:30pm Eastern time when it reports. Hope Michael will not let us down. The reaction to this stock is going to be swift and lets hope that the street will cheer Dell as it did Cisco. Frank