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

To: DO$Kapital who wrote (78207)	11/11/1998 5:44:00 PM
From: Jim Patterson	Respond to of 176387

RE: Hardly recognized you with all that bullish talk....$90-$100 by when, and under what conditions a slide of 35 points I read in a report that Data Quest is expecting 61% unit growth for DELL, That is 14 Percentage points below thier Q2 forcast of 75%, (64% actual) If they see simmilar ASP declines as last Q, then Rev growth could be in the 40% range. Salamon SB is looking for 4.76B in Revs, up from 3.188 Y/Y or 49.309% up fome 4.331 Q/Q or 10% Sequentialy. Even if Dell misses this number by a hundred million, since the EPS numbers have not gone up in 2 months, they should still be easy to beat. The question is: How much damage will be done by ASP Declines. I truely doubt it will be as bad as last quarter, But the move in the Dollar may have had an impact late in the quarter. Short term moves could have a bigger impact on DELL than others as they have no inventory cushion to protect them from wild gyrations. Last, DELL cut prices very hard the first week of November. Could this be a demand related cut?? I don't know. The bulls may take the report and run with it just because it got released. We know the company will be upbeat on the conference call, after all, they fear nothing, and expect everything to move in their favor going forward. But, The market is loosing steam. The stock may have already had it's move going into the report. The last time that happened, the stock corrected 20%. But that was in the midst of the great bull run of the spring. That correction could be a little steeper if we have another bear scare in a tired market. Jim