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Technology Stocks : Dell Technologies Inc.

DELL 126.41

+2.8%

3:59 PM EST

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To: alexander orlov who wrote (79489)	11/12/1998 11:20:00 PM
From: brian z	Read Replies (7) of 176387

The bad news is that Dell announced $.28 vs estimates of $.27. They beat the street by $.01. They missed the official whisper number of $.30. The good news is that Dell is firing on all cylinders. Sales were $4.8 billion for the quarter and $10 mil a day on the Internet. Sales in the Americas were up +46%, Asia Pacific +49%, Europe +68%. Revenue was up +51%. The average sales price of $2400 was flat. (this is good, everybody else went down) Gross margins were also flat. This is not good. Even with their great margins analysts always like to see some improvement. Michael Dell always brags about their decreasing costs. Where was it Michael? The average price stayed the same and margins stayed the same? Server sales was up +104%, notebooks +93%. They are now the second largest server maker in the U.S., fourth in the world. Look for Dell to sell off ( I hope I am wrong ) until after the Fed meeting at least, but not a big deal. DELL is a momentum stock and the momentum seems changing here.

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