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

To: Chuzzlewit who wrote (100957)	2/16/1999 6:35:00 PM
From: vinod Khurana	Respond to of 176387

Last trade: $78 1/2

To: Chuzzlewit who wrote (100957)	2/16/1999 6:39:00 PM
From: BGR	Read Replies (2) \| Respond to of 176387

CTC, I am a little confused. Can you please help? YoY 1. Market share increase is great. > 50% 2. Earnings increase is great > 50% 3. But revenues up only by 38% So what does this mean? 2 and 3 together should point to major margin increase (which is good and expected too, as DELL is shifting it's product mix upwards). 1 and 3 together should mean that ASPs in the mid to lower range of DELL's product mix are dropping real fast (again, this is expected). 4. DELL plans to shift it's product mix such that 50% of it's revenues come from the higher end. So, in future, should one expect DELL's margins to go further up, revenues to grow at an even slower pace and earnings to continue about the same growth rate? Does this sound right? If it does then I would have absolutely no problems holding DELL because this is the kind of company I like. If not, I need to understand the scenario further. TIA! -BGR.

To: Chuzzlewit who wrote (100957)	2/16/1999 7:22:00 PM
From: Mick Mørmøny	Read Replies (1) \| Respond to of 176387

I still would like to know how he got the forecast so accurately. From DELL DIRECT, the commercial. <g> Beni2 Mick Mormony

To: Chuzzlewit who wrote (100957)	2/16/1999 7:32:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Well,I don't know about what you I think I'll send a little 'note' to Dell on that.Both Kumar and Niles got the number right on the money,come to think of it Kumar got it last time as well,though they were both wrong on the 'soft sales' bit and the 'losig market share' bit. I don't know whether getting the the correct number before the official announcement is good or not,in any case assuming the same set of circumstance the stock would have fallen either way.May be getting the lights punched out sooner is better than getting it later,but 'getting' we would have gotten anyhow,the sooner it is over with the better wouldn't you say?