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Technology Stocks : Dell Technologies Inc.
DELL 133.78-0.1%Nov 14 9:30 AM EST
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To: kemble s. matter who wrote (140837)8/28/1999 1:00:00 AM
From: D. Swiss  Read Replies (2) of 176387
 
Kemble babes, it is ok, we are taking a minor breather before the mighty Dell train powers up again. Most of the anal-ysts are predicting a target of $55-60 for Dell, I say $70 by year end as anal-ysts raise their estimates again after next Q. I have a feeling it will be very strong.

The thing that boggles my mind is how people view the y2k event as a possible negative????? If businesses are locking down their PC purchases, why isn't it showing in the #'s for any PC maker????? If you take my hospital as an example, we are surveying all PC's that are not y2k compliant and replacing them (vs. upgrading) to get significantly more functionality at a small incremental cost. In our case that means 2,000 to 3,000 new PC's. I have to believe that other businesses are doing the same. With ASP's falling, how can you expect anything else from smart decision makers. I know consumers will be smart enough to replace rather than upgrade, which will create extraodinary demand in the second half. This will create panic buying and stabilization in ASP's and related margins. Who is best positioned to benefit? Dell and Dogway. I wonder why Dell is building a 250,000 SF facility in Nashville and expanding in Ireland, Asia and Brazil?????????

:o)

Drew
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