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Technology Stocks : Dell Technologies Inc.

DELL 117.44

-1.6%

Nov 20 3:59 PM EST

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To: jim kelley who wrote (146917)	11/12/1999 9:21:00 AM
From: Mike Van Winkle	Read Replies (1) of 176387

Jim, re: The truth is that we do not know how well DELL is going to do this quarter. There are too many variables both in their evolving business model, their component costs, and their unit sales to draw such EPS conclusions. Nevertheless, the company is doing exceptionally well.<<<<< Dell seems to be communicating quite well (not to mention IDC data) with analysts and investors and as a result, even with a complicated quarter, earnings and revenue estimates were close to consensus. At the same time, Dell does not tip off the competition. This is called honest management. Dell does not have to beat estimates to go up- that is a myth, it does have to execute, and it has. I have firmed up to sticking with consensus numbers for Dell in the future. Honest management with a good handle on its business along with analysts with good models, plus a healthy +40% growth rate should yield a premium to growth and quite a healthy +40% return in 2000. Dell is my kind of stock to own. Cheers Mike

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