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

To: jim kelley who wrote (28297)	1/23/1998 7:04:00 PM
From: Patrick E.McDaniel	Read Replies (2) \| Respond to of 176387

Jim, Compaq's reports don't include unit sales in that specific quarter. Compaq revenues grew by 12.3%. Unit sales grew high than that but I don't have the data. Gateway gives unit data. This quarter was 850,000. Last quarter was 622,000 units. A 37% growth in unit sales sequentially. Now either they had a hell of a Christmas or the 3rd quarter was a real dog! Gateway had a 4% decline in ASP to $2326 from $2430. Now based on incomplete data on Compaq and Gateway I have decided to try and split the goal post and call Dell's unit growth at 20%. I expect Dell's ASP to come in around $2550. Revenues of $3.71 Billion and 340 million shares yields about .85/share without margins improving. However, margins should improve taking earnings to around .90/share. Your thoughts? Pat