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

To: Gabriel008 who wrote (53395)	7/23/1998 10:42:00 AM
From: jbn3	Read Replies (2) \| Respond to of 176387

Earnings Estimates Gabriel, Looks like excellent work! Just a reminder, though: from what I've seen, DELL is engaged in the most massive building program in the industry. I'm not sure how those charges/expenses will reflect. Regards, 3.

To: Gabriel008 who wrote (53395)	7/23/1998 11:56:00 AM
From: Dennis	Read Replies (1) \| Respond to of 176387

Bravo, great analysis.

To: Gabriel008 who wrote (53395)	7/23/1998 2:14:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

Gabriel, thanks for a well thought out analysis. However, I think operating expenses may be higher than you anticipate. My reason for thinking this is the heightened advertising campaign. Also, as new manufacturing plants come on line you may see some erosion of gross margin because initially those plants will be operating at less than capacity and many plant overhead items are fixed. As production ramps up gross margins should increase. TTFN, CTC

To: Gabriel008 who wrote (53395)	7/23/1998 3:21:00 PM
From: jim kelley	Respond to of 176387

Gabriel, I'll respond later today with input on your analysis. I think GTW is due to report ACB so that should provide some clues on the consumer business strength. Regards, Jim Kelley

To: Gabriel008 who wrote (53395)	7/24/1998 12:39:00 AM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Gabriel, Your analysis is conservative and I agree it should be based on experience last quarter. Some comments: ASP is probably only down < 2.4 % which GTW reported. DELL should be somewhat better than GTW due to product mix. However, if consumer sales are great this could change the ASP downward. I expect no adverse affects on margin. Margins should be up due to the all new product mix. Unit Sales may be up more than expected due to the success of their consumer sales. Reports have this doing extremely well since the modification of their lease program. But again due to slower sales in May it is best to be conservative in these estimates.