Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 127.78

+1.5%

3:59 PM EST

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To: Jack T. Pearson who wrote (17257)	9/28/1997 5:35:00 PM
From: kemble s. matter	of 176387

Jack Hi!!! <<<<To the McNabb Brothers.....>>>>> I agree with everything you have stated to them...INTC will exceed and CPQ will follow...Dell will run with them for obvious reasons.,...the only problem for the shorts is the Dell run is so unpredictable...the article from Montgomery Securities on friday will sooner or later be digested by many analysts...The possible earnings for 98 being of that projected estimate will surely fuel the earnings possibilities for the remainder of this year....like wise who knows what Dell will make for the next two quarters and your estimate of Dell exceeding in November will only fuel it more....as stated here many times the words of both Meredith and Dell usually are conservative....earnings certainly drive any stock...but, the unpredictable earnings of Dell is probably even a mystery to them...I personally don't think anyone has any idea of how big the next week or month yet alone quarter will really be...the growth of this industry is a utopia for the LONGS. I also own INTC and would appreciate your opinion on the earnings and possible price for Nov. after Dell announces... Best, Kemble

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