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

To: Sam Bose who wrote (147127)	11/11/1999 9:08:00 PM
From: Boplicity	Read Replies (2) \| Respond to of 176387

thanks sam, I'm just so jaded when it comes to dell now, I don't expected it to go higher by that much, maybe a 10% move. Greg

To: Sam Bose who wrote (147127)	11/11/1999 9:11:00 PM
From: D. Swiss	Read Replies (3) \| Respond to of 176387

Conference call summary: Margins hurt by 150% Dram increase and flat panel display availability, but going forward will adjust prices in line with component prices. Outlook for component cost is positive and availability is positive. Samsung deal improving availability. ROIC 281% Generated $1.1 Billion in cash flow from operations or .40 / share ( or more than double EPS of .18). Cash conversion cycle of a record of - 17 days, believes a/r days can go significantly lower Asia Pasific 69% growth Expecting strong 4th Q Notebook growth 55% yoy Margins expected to INCREASE Very healthy demand Internet business (43% of revenues) would make it a Fortune 100 as stand alone business Expect further penetration in small business and consumer segment (>100% yoy) Market share 45% in Gov't sector Grew 4 share points in worldwide server market to bump IBM Servers are particularly strong Expansion opportunities: Global, if they achieve US share = $13 billion Enterprise = $10 billion opportunity Consumer and small business (high margin businesses) Backlog going into Q4 = Q3 expect there is a richer mix of backlog (i.e., notebooks) Enterprise/ notebooks (high margin)now 41% of business Component cost increases are temporary and margins will increase EPS would have been .22.5 /share if it hadn't been for DRAM increases MSD said it is fair to assume that Dell will make similar deals to the msft/radio shack and aol/gtw deals Mikey believes China is storming ahead, Latin America will be very strong, Europe will accelerate growth Hope this helps! :o) Drew