Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 124.96

+2.0%

12:55 PM EST

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To: Bandit19 who wrote (58526)	8/17/1998 12:38:00 PM
From: stock bull	Read Replies (1) of 176387

Steven, regarding your posting with the HWP and Dell earnings. Here's what you posted about Dell: <<DELL: -her est $.44 -street est $.46 -not hit as much as HWP in Asia -only 6% of sales come from Asia -50% revenue growth -74% w/w sales increase -different business model (BTO/JIT) -servers and notebook margin rich -just starting to enter this market -just opposite of HWP (have been in server/notebooks for long time)>> You said "her est. $.44". Is this correct? I doesn't seem to fit with her other statements that are very positive. Stock Bull PS: If she is correct, Dell will be killed. You might as well short the stock now.

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