Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 115.43

-1.5%

Jan 23 9:30 AM EST

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To: Yaacov who wrote (159626)	8/14/2000 10:32:33 PM
From: mepci	Read Replies (1) of 176388

Not so fast, bud. Dell can still deliver. Having tough time is not impotency. I will rather not predict Dell demise. I will base my investment based on Dell's, performance, behavior, and other realities. Europe as you know is a tough market. CPQ is doing well because of DEC base. Dell is the new kid on the block. I really have no problem with Dell's performance so far. It is what they can do in the second quarter that matters. Y2001 earnings will be a minimum of .87. In my book that is a 30% growth in earnings (1.3 * .61). I will rather sacrifice some revenue than cut the profits. Other than the ESOP program and not enough disclosures I don't have any other serious problems with this company so far. Till now I protected myself by writing LEAPs. I am buying them back (at a profit) so that I can take advantage of what I expect to be a raise to 54 before the end of the year. Have you noticed the slump in Jan.,'03 LEAP prices. For people like hjones, this is a great opurtunity. Buying DIM LEAP calls and selling ST calls. After saying all this, I fully agree with you that Dell has to perform. Right now I am betting on their performing. Good Lock. Shalom.

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