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Technology Stocks : Dell Technologies Inc.
DELL 133.180.0%Nov 28 12:59 PM EST

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To: Dell-icious who wrote (36549)4/3/1998 2:47:00 PM
From: jim kelley  Read Replies (2) of 176387
 
IMO.....

This sector is not likely to move until we get the quarterly reports from CPQ and GTW. I believe these are due out April 15 and April 22.
HWP , IBM and NEC-Packard Bell are also relevant.

GTW is closest to DELL in terms of their business model so if they turn in a gangbusters report then DELL can be expected to do even better. Even though GTW is closest it does not have the same target market or business model as DELL. So while it is indicative, it does not actually predict DELL EPS.

I expect DELL to move sideways for several weeks and to then move up in May in anticipation of strong growth and earnings.

Hope this helps...
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