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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: Lane who wrote (29838)	2/15/1998 8:24:00 PM
From: jbn3	Read Replies (2) of 176387

RE: how to play earnings and (possible) split announcement Lane, Difficult question. I have no metric to determine what expectation potential has already been built into the price. I think it is safe to say that DELL will exceed the "official" estimate consensus. However, the extent to which they will exceed the estimate is very problematical: 1) it is difficult to determine the number of actual shares (fully diluted) to be used in calculating earnings; 2) it is no easier to determine the positive impact on DELL's cost basis due to the Asian economic crisis; 3) we have no channel through which we can accurately (?) sample sales rates; 4) I think both sales and gross margins will improve, but by how much...? Apparently, you are a momentum investor. Should have bought two weeks ago for a certain short-term play. If you want to play momentum on DELL, until fundamentals change, I would suggest you buy any time it dips 10%, and mortgage the farm any time it dips 20% <vbg>. Or rather, just buy, go long, and take a vacation. DELLish, 3.

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