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

To: Gabriel008 who wrote (28358)	1/24/1998 10:01:00 PM
From: Patrick E.McDaniel	Read Replies (2) \| Respond to of 176387

Gabriel, I think Dell will actually have growth in asia although I don't know how much and we may get up to 20% in the Americas but I am using an overall revenues growth of 15%. I am expecting some margin improvements as well so something in the range of .82-.90 should be fine. :o)

To: Gabriel008 who wrote (28358)	1/24/1998 11:55:00 PM
From: Patrick E.McDaniel	Read Replies (1) \| Respond to of 176387

Gabriel, I tried your method of calculating 4th quarter unit sales for Dell and got some lower numbers than you. Q1-(.25 x 2.588 Billion)/2700= 239,630 units Q2-(.23 x 2.814 Billion)/2700= 239,711 units Q3-(.23 x 3.188 Billion)/2625= 279,330 units Q4- Total-Q1,Q2,Q3= 366,529 units European unit sales for 1997= 19.4 million x .058= 1,125,200 units Still a healthy number! Note: The currency variation may throw this method off. It would have the effect of altering the unit price thus throwing the whole calculation off. IDC data or another source should be more reliable. What was your source? Pat P.S. If I would of thought about the potential problem with this method earlier I could have saved us both some time!

To: Gabriel008 who wrote (28358)	1/25/1998 12:04:00 AM
From: Mohan Marette	Respond to of 176387

Gabriel: Your assumptions based on available data seems somewhat accurate,though I am not quite sure how accurate. Perhaps Patrick or Jim can give you the exact numbers, as they seem to be well versed in this sort of thing.

To: Gabriel008 who wrote (28358)	1/25/1998 10:16:00 AM
From: Frank Ellis Morris	Respond to of 176387

Gabriel, Dell computer has the business leadership and winning formula for prosperity well into the next century. This company is one of my core holdings for the long term and in my opinion is an excellent company to be in anyones portfolio. I would also recommend Intel and would like to invite you to drop by the" Intel Strategy for Achieving Wealth and off topic" thread to chat and share your investing experience with many of my friends. Thank you and have a nice Sunday angelfire.com freeyellow.com webspawner.com freeyellow.com Best Wishes Frank Ellis Morris