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

To: calgal who wrote (160470)9/8/2000 11:15:39 AM
From: kemble s. matter  Respond to of 176387
 
Leigh,
Hi!!

RE: But three large PC manufacturers contacted by CNET News.com disagreed with these projections, noting that sales had picked up after the seasonally slow second quarter before an expected surge in the fourth quarter.

"He's way overreacting," said a representative of one PC maker who asked not to be identified.

Dell Computer spokesman T.R. Reid said the company's revenue growth from the second to the third quarter historically has been in the 10 percent to 13 percent range. "We're expecting the lower part of that range and are on track for 30 percent growth for the year."

Thanks....Nice that TR Reid reaffirmed....

Best, Kemble



To: calgal who wrote (160470)9/8/2000 4:27:50 PM
From: mepci  Read Replies (2) | Respond to of 176387
 
Leigh: At the minimum of 10% that Dell and IDC are predicting, we will be at $8.5B in sales. That should be good enough to get us close to 30% on revenues and .25-.27 for 3Q earnings. But unless we make .27, I don't think Dell is not going to move too far up.


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