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Technology Stocks : Dell Technologies Inc.

DELL 138.94

0.0%

Dec 5 9:30 AM EST

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To: D. Swiss who wrote (139440)	8/17/1999 3:46:00 PM
From: stockman_scott	Read Replies (2) of 176387

Drew: In the "good old days" DELL would have been in the mid to high 50s now (probably surging at alltime highs in anticipation of a great quarterly release). Yet, the times have changed. The last 2 Qtrs have been tough ones for DELL. And unfortunately many Funds have lightened up on DELL in the last 6 months. Right now many of the Funds seem to be in love with MSFT, EMC, CSCO, INTC, and QCOM. DELL needs to prove that the momentum has changed and that they have the capability to exceed expectations in difficult environments. Perception seems to mean a lot to the institutions and Funds. There still are a lot of Funds that own some DELL and have an interest in DELL. It's now time for the company to deliver. Then "Danny Boy" and his friends will analyze the heck out of the results. Forward guidance and "expectations" will be interesting to examine. I feel that our best case scenario will be exceeding the current estimates by a nice margin (say EPS of 0.19 or .20) and sales growth ahead of the reduced expectations. If that's the case, we may run to the mid to high 40s later this week. It will also be interesting to hear what DELL has to say about internet initiatives in the future. IMO, there are some GREAT possibilities in that arena. I'm still holding my remaining DELL shares and patiently waiting for the NEW 52 week HIGHS that we deserve so much <VBG>...... Good Luck Investing Everyone. Best Regards, Scott

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