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jbn3
re<On the other hand, in light of all documented (IDC and Dataquest data) and all of the hearsay evidence, I think that DELL is going to announce very good earnings.
re<Just put"some of " your money on DELL -- equities, leaps or calls -- and spin the wheel. >
REM :
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To: HDC (52476 )
From: VICTORIA GATE, MD Sunday, Jul 19 1998 11:35PM ET
Reply # of 57151
HDC
Tom Meredith, the company'schief executive officer would not discuss analysts' estimates that Dell
will earn 46 cents a share in the second quarter, but said it
was historically the most difficult quarter because there's no
season or region that drives extraordinary performance."
( only 2 weeks left for q2 )
q1 .44
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To: LONGonDELL (52448 )
From: VICTORIA GATE, MD Sunday, Jul 19 1998 10:11PM ET
Reply # of 57151
LONGonDELL
re<I wouldn't be surprised to see it take a breather.>
Dell Could Face Tough Time Sustaining Strong Earnings Growth
New York, July 19 (Bloomberg) -- Dell Computer Corp. might have a tough time sustaining its profit margins and earnings growth as other computer powerhouses, such as International Business Machines Corp. and Compaq Computer Corp., turn up the competition with plans to copy Dell's winning formula of direct computer sales, the New York Times reported in its ''Market Watch'' column. What's more, computer networks designer Vanstar Corp., which shares the same customer base as Dell, warned last week that its first-quarter earnings would be hurt by price declines for computer products. Vanstar's average sale prices for May and June were 21 percent lower than the year-earlier period and that doesn't bode well for Dell, whose sales growth fell 22 percent during the past four quarters, the paper said.
Shares of the Round Rock, Texas-based computer maker rose 3 1/8 to 116 7/8 Friday, though, amid optimism that demand for Microsoft Corp.'s Windows 98 software will spur more personal- computer sales. (NYT 7/19 3-1 www.nytimes.com)
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let read everything ===> spin the wheel.
vg
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