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

To: Gabriel008 who wrote (156532)	4/24/2000 2:03:00 PM
From: Gabriel008	Read Replies (3) \| Respond to of 176387

Well folks the IDC numbers are in and the news is all bad for DELL, again. DELL had worldwide sales of 3.2 million units in Q1 up 31% from the same period last year but down 5% from Q4. This data suggests that DELL will report between 14 and 16 cents versus a consensus of 16 cents. The only factors that could help DELL report 16 cents are; - if GP is up to approximately 20% vs 19.2% in Q4 - if Opex remains in the same range as Q4, i.e. $791 million - if their tax rate remains at 28.6% as in Q4. IF GP stays at 19.2% as in Q4 DELL should report 14 cents. Needless to say the market will look at top line revenue and this will be down to $6.5 million from $6.8 million last quarter. And here I'm assuming that ASP's have remained constant with Q4 and have not deteriorated any further. Regards, Gabriel