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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Richie who wrote (47933)	2/13/1999 5:03:00 PM
From: Key West	Read Replies (2) \| Respond to of 97611

Richie, Seriously, if Dell does fall short of revenues, say 5.2 billion rather than the expected 5.4-5.5, then I think Nile's short term target of $80 would not be out of the question. According to some people who track IDC data very carefully, Nile's report appears to come up short 100,000 units. At an ASP of around $2,450 ( I may be imprecise here ) that would account for the $250 MM revenue shortfall. We will see who's right Tuesday, but my money is on IDC. Gene Piccoli