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

To: JRI who wrote (158592)7/17/2000 12:58:32 PM
From: GVTucker  Read Replies (1) | Respond to of 176387
 
JRI, RE: if it can't reach its storage growth goals thru some other arrangement, then Dell is losing one leg of the 4 part growth stool......however, PC/server sales should power a pretty good 2nd half for the stock/earnings..and server/service/other might exceed expectations going forward...making up for slower storage #'s

I'm sure somebody will correct me if I'm wrong here, but doesn't IBM provide a large portion of the service for Dell, particularly on the high end?



To: JRI who wrote (158592)7/18/2000 9:29:08 AM
From: Gabriel008  Read Replies (1) | Respond to of 176387
 
John, it's that time of the quarter again. IDC due on Friday. I figure if DELL hits 3.3 million units they make 21 cents which is consensus based on a 21.5% GP and a $2300 asp. Do you have any evidence that these two key factors have changed appreciably from last quarter? Regards, Gabriel


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