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

To: GVTucker who wrote (153599)	2/11/2000 8:29:00 AM
From: Lee	Read Replies (2) \| Respond to of 176387

Hi GV,..Re:.The absurdity of current analyst estimates is evident in looking at their margin numbers. Steve Fortuna's model shows operating margins going from this past quarter's 7.5% to 8.7% next quarter and going all the way up to 10.2% in 4Q, a low probability event IMO. Why isn't this possible if the growth part of the business, i.e. net servers and services, begin to take a larger portion of overall sales? Industry analysts reported that Dell gained nearly five share points and was the No. 2 supplier of server products for the second consecutive quarter. In terms of volume, Dell accounted for more than 40 percent of worldwide industry server growth, in part as a result of demand from companies building out their Internet infrastructures. Dell's momentum in U.S. sales of its PowerEdge servers was even more striking. According to analysts, the company added nearly 10 points of market share and accounted for nearly 25 percent of all servers sold there. The company's combined sales of enterprise computing products-comprising workstations, storage products and servers-climbed 55 percent in the period. dell.com Cheers, Lee