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

To: Meathead who wrote (22762)	11/24/1997 2:15:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Meathead, The key issues this quarter for DELL are the impact of the competitors BTO model, the low price PC and of course beating estimates. I think we have a pretty good idea what DELL's revenues are going to be from the Dataquest and IDC reports that covered through the end of September. We also know that the average selling price is flat to up (=>$2,700 per unit) from none other than Micahel Dell himself. So revenues look very good. In terms of earnings we have been led to expect improved margins (> 22.3% ) by the deflation in disk drive prices, memory prices and Pentium prices. Thus, unless October was a complete disaster we can expect a very good report this afternoon. I point out that there has been no evidence that October was not good for DELL. Bob Brinker, as I noted in an earlier posting today, also expects DELL to beat estimates and have a good conference call. DELL has a lot of news to report on from their new workstation sales to their new laptop and server sales. Japan can easily deal with the failure of Yamaichi but it still needs to address its conversion to a consumer economy like the US. SEA is in the process of dealing with the economic problems caused by the rapid growth in the area. Both these areas will need slower, more manageable growth in the future. Regards, Jim Kelley