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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: Voltaire who wrote (97722)	2/12/1999 9:55:00 AM
From: stockman_scott	of 176387

<< My personal belief is that they will beat the whisper number by two to three cents and have some eye popping announcement.>> Voltaire: I couldn't agree more. I honestly feel that DELL will have a blowout quarter (exceed the estimates by 2-4 cents), announce record online sales, great forward guidance with respect to new growth initiatives (in servers, storage, and overseas), announce a 2 for 1 split and regain its "star quality" on Wall Street. DELL is already viewed very positively by the leading mutual fund firms (like Janus and Legg Mason) that consistently outperform. I'm sure that they are considering buying DELL at a little discount today. Next Week the truth will be revealed. My bet is these ANALysts that jumped the gun (from Robbie Stephens and Salamon) will wish they had waited. Within 5 days they will look quite naive. What the heck, they already look a little crazy....can you imagine Salamon having a "market perform" on DELL in the last few months. Hmmmm....last time I checked DELL was significantly outperforming the average S&P stock. These guys just don't seem to get it. Oh well, they create some great buying opportunities. -Scott

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