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

To: Mohan Marette who wrote (78261)	11/11/1998 5:17:00 PM
From: Gabriel008	Respond to of 176387

Mohan, I think Kumar is low on his units. I believe he takes the IDC numbers at face value [1999 units for Q3] and doesn't consider the fact that October is not included in these numbers but July is included. Therefore, 2000 units is probably low. I also think his ASP is too low - 2.7% sequential drop is too much this quarter. I believe $2364 is probably more in line with what DELL will report as an ASP. Mohan, I think I'll keep the eps to myself. But if you really want to know I'll private message you. Regards, Gabriel