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

To: D. Swiss who wrote (160997)	9/22/2000 8:59:12 PM
From: Sr K	Read Replies (1) \| Respond to of 176387

referring to the full year revenue growth number at 30% while not saying Q3 specifically. What is the story with that? The q4 comparison is easier because it was only up 0.25% over q3 2000. To hit $33 B, which was also suggested by Dell (in addition to +30% y/y), they need to grow 11.35% q/q which would be +25.89% y/y for q3 and +39.83% y/y for q4, resulting in +30.622% y/y for the full year. If q3 comes in +25% and maybe even +22%, they would still be "on track" IMO, because q2 was +5.36% and Q1 was +7.04%. Some might argue that even +20% for q3 would be "on track" if there is growing volume of W2k business, because that might logically build in the following quarter. I think the consensus is for $8.500 B volume, or +25.29% y/y for q3. +11.35% q3/q2 corresponds to $8.541 B for q3, and continuing that rate for q4 would be $9.510 B for q4. That is the $1B growth in one quarter that has some people skeptical.