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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 3:59 PM EST

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To: Mohan Marette who wrote (99121)	2/14/1999 2:30:00 PM
From: stockman_scott	Read Replies (3) of 176387

<< Following the close of Dell's quarter on Friday, analysts are checking with their sources to find out how the period shaped up and are concluding that the company had "a fabulous finish to the year," said BancBoston Robertson Stephens analyst Daniel Niles. Niles officially projects Dell will post earnings of 30 cents a share on revenue of $5.47 billion for the quarter, although he said the company's earnings will probably come in closer to 32 cents to 33 cents a share and its revenue will likely be over $5.5 billion. Dell posted split-adjusted earnings of 20 cents a share on $3.74 billion in revenue in the fourth quarter of last year.... >> Mohan: Thanks for bringing these comments to our attention. I think it would be great if you emailed them to CNBC. They need to present a more complete picture at times. It might inspire them to do a little investigative work.....You may also motivate them to do a bull vs. bear debate on DELL. If they are going to have Kumar or Niles on the show then why not invite some of the accurate analysts from firms like CS First Boston, SG Cowen, or Dillon Reed. All we are asking for is a little BALANCE in the reporting and coverage. I'll share my prediction with you. Sorry to leak it ahead of Tuesday's conference call. Yet, I'm sure it will not be hyped by the media too much !!! Its too bad my firm can't make some trading profits off of it. Oh well, here is my latest prediction: DELL will report better than expected sales and earnings (sales of $5.5 - 5.8 billion and an EPS of around .34 - .35). What will be key is the ASPs and the firm's migration to higher margin products. The forward guidance on DELL's core businesses and the new server and storage businesses will be monitored closely. I am expecting great guidance for the future and significant growth prospects overseas. I also think it is very possible that DELL will announce a 2 for 1 stock split -- to clearly demonstrate confidence in future performance. This will also reward long term stock holders (the dellheads and fund managers that refuse to give up on this company)!! I'm betting on Michael Dell with about 70% of my long term holdings (including some stock on margin). Next week will be interesting. The truth will be revealed. Fasten your seatbelt and prepare for a quick trip back up into the triple digits. IMHO, DELL will continue to prove that they are still the next DELL..!!!! -Scott

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