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

To: Sonki who wrote (23224)	11/25/1997 7:47:00 PM
From: jim kelley	Respond to of 176387

Sonki, Pretty good numbers! Is she an analyst at Merril Lynch? I used some wrong assumptions in my model. My ASP was too high. I should have used last years number instead of last quarters. I also thought the gross margin would come in at 23% instead of 22.5%. Also, underestimated R&D which is increasing. Overestimated the contribution of leasing income. Also, units sold should have been closer to the Dataquest number this time than the IDC number. DELL's net income as a percentage of gross revenues is almost equal to CPQs. Jim Kelley