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

To: T.R. who wrote (121483)	4/30/1999 10:07:00 PM
From: Meathead	Respond to of 176387

Re: for Dell to match the performance of IBM beating the whisper number...Dell would need to hit .18? Yep, that's fairly close to accurate. .18 would be very tough however... Dell would have to make a big leap somewhere in units, ASP stability, gross margins and/or reduced OPEX. I expect .17/shr. That's an actual range of 16.5 to 17.49 which is a penny and pretty w i d e. Using last quarter's metrics, 1 penny equates to about 330M in top line revenue. However, it's possible. If Dell could get gross margins near 23% and hold OPEX, I'd say it's quite do-able with revenue somewhere in the neighborhood of 5.6B. I think the .16 consensus is an easy lay-up. My target is .17/shr and 5.5B in revenue... anything above that would be a blowout in the book of meathead with a checkmark in the cool box. MEATHEAD