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

To: Sr K who wrote (161021)	9/22/2000 10:28:44 PM
From: Meathead	Respond to of 176387

Re: $1B growth in one quarter that has some people skeptical. Hi Sr K -- the $800M growth required from Q2 to Q3 is also a required feat. Dell has never grown by this much either... previous all-time best was $642M. These numbers definitely have me concerned. But I am cautiously optimistic now that it seems component prices are easing and supply constraints won't be materializing. This is the type of environment which allows them to drive strong sales growth... an environment we haven't seen for several quarters. I would hate to think of what may happen to the stock and mgmt's credibility if they miss this time considering how confident and adamant they currently are about hitting the 30% number. Q3 is typically loaded on the back end and generally, almost 50% of the Q's sales come in the last month (being October). What seems to be on track or slightly ahead right now could fail to materialize in the last 4 weeks. It happens a lot in this business.... just happened to Intel. IMO, Dell desperately needs to hit 8.45B or better in Q3 to have a realistic shot. MEATHEAD