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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 3:59 PM EST

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To: Mohan Marette who wrote (98520)	2/12/1999 11:06:00 PM
From: Yo Eleven	Read Replies (2) of 176387

Looks like a battle going on between Niles and Kwatinetz from CS First Boston. <<BancBoston Robertson Stephens said it expects Dell Computer (DELL) to report lighter revenue of $5.2 billion, down from earlier estimates of $5.5 billion. See full story. Shares of Dell slipped 12 to 87 7/8. "Though we believe that Dell's business model is still the best in the industry, we believe that growth is slowing for Dell given flattening component costs and increased direct competition," analyst Daniel Niles said in a research note. Niles, who left his rating on Dell at a "market perform," see shares falling to 80. Meanwhile, CS First Boston Mike Kwatinetz, who has a "strong buy" ranking on the computer maker, said in a research note that Dell is on track to report $5.4 billion in sales. Dell is slated to report fourth-quarter results after the market closes Tuesday.>> cbs.marketwatch.com

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