Good morning Kemble and all our DELLHEAD friends,
quote.bloomberg.com
SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Dec. 3, 1999--
Credit Suisse First Boston Annual Technology Conference Continues with
Presentations by Dell, Gateway, and Network Associates, Among Others
Credit Suisse First Boston's Annual Technology Conference
continued with presentations from Michael Dell, CEO of Dell Computing;
Bill Larson, CEO of Network Associates; Jeffrey Dachis, CEO of
Razorfish; Theodore Waite, CEO of Gateway; and Donna Dubinsky,
President and CEO of Handspring, Inc., among others.
-- Dell Computer Corp. (DELL) CEO Michael Dell believes that 2000
will be a very strong year for PC demand. Temporary supply
shortages appear to be constraining PC Vendors in the near term,
but Credit Suisse First Boston research analyst Michael Kwatinetz
believes this will clear before the end of Dell's Q4. Dell
appears to be tracking towards Kwatinetz's Q4FY00 $0.21 EPS
estimate. He believes Dell's valuation remains compelling and
reiterates his Strong Buy rating. |
