Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: jim kelley who wrote (19610)	10/28/1997 9:09:00 PM
From: Mark Fowler	Read Replies (1) \| Respond to of 176387

I couldn't agree more. Just trying to save 90k.

To: jim kelley who wrote (19610)	10/29/1997 10:03:00 AM
From: Gabriel008	Read Replies (1) \| Respond to of 176387

Jim, I've had a chance to digest the IDC data and have prepared new Q3 estimates. Please give me your feedback.BTW, I don't use the Dataquest data since they've historically been off the mark. Interestingly enough, however, in this Q Dataquest is more in line with IDC data. Unit Sales: 1240...1221 IDC report + the historical error/time factor in IDC data as it pertains to DELL. ASP:$2700...the ASP has not fluctuated in 3 quarters. With ever increasing higher priced server & workstation sales offset by PC price erosion the $2700 asp may remain pretty constant. Gross Margin: 23%...this will increase as higher margin servers & workstations become an increasingly important part of the product mix; PC margins are probably the same as previous quarters due to price reductions offset by INTC price cuts; greater manufacturing efficiencies[optiplex plant]. Operating Expenses: 11.65%... same as Q2 Average Weighted Shares: 362 million...364 million last Q. This number should not change dramatically since it represents the average daily number of shares in circulation for the year. SUMMARY Unit Sales................1240 ASP.......................$2700 $ Sales...................$3.348 B Gross Margin..............$770 M [23.0%] Operating Expenses........$390 M [11.65%] Operating Income..........$380 M [11.35%] Income [BT]...............$399 M [11.92%] Net Income [AT]...........$275 M [8.22%] Average Weighted Shares...362 M EPS.......................76›