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

To: D.J.Smyth who wrote (159123)	8/2/2000 6:08:51 PM
From: rudedog	Read Replies (2) \| Respond to of 176387

Darrell - Please take your head out of the sand. I am just giving the numbers. These figures have nothing to do with Dataquest, or workstations. There is no issue about how IDC counts SIAS - it is broken out. This is not some interpolation based on the PC numbers. There is the issue of the shift in IDC calendar versus DELL, but over the last 2 quarters the numbers have worked out pretty well. As far as "shifted" - I don't know what you mean. In any event these are pure server numbers. Also, I am not saying that these numbers mean that DELL will miss the revenue targets. The revenue implications are for the reader to determine. Based on these numbers, one would have a hard time guessing that CPQ would show 40% revenue growth off of a 12% unit gain. The answer is probably strong sales in the 8 way servers, where margins and prices are high, and where CPQ has a commanding 80% share. Still, if DELL was "up-selling"{ versus previous quarters) in server ASP, and also had good 8-way sales, which are not measured, they could well achieve the 50% revenue gains. What I am saying is that the people who are suggesting that DELL will miss the revenue line may be looking in part at data like this. My personal opinion is that DELL will surely make the EPS line, probably with room to spare. If they miss on revenue it may well be due to a shift to higher margin product - that would be a good thing, although the analysts may take a while to figure that out. Surely you agree that SOMETHING has driven this stock down 20% in a pretty short time. I am looking for what people may have seen, right or wrong, to lower confidence in DELL. Mindless boosterism is unlikely to move the stock price up... solid earnings and a good analysis of what that means for future DELL business might.