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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked
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To: margin_man who wrote (20697)3/29/1999 9:48:00 AM
From: MIKFREE  Read Replies (1) of 90042
 
From the dell thread, fwiw:

To: Sig (113107 )
From: Mohan Marette Monday, Mar 29 1999 9:44AM ET
Reply # of 113108

From the Cowen Tech conference Cannes France- Just in.

Sig:

A client of Cowen just informed me the following,I am withholding his name to comply with his request.

(PS:No DISH)
--------------------------
Mar.29 1999 9:00 AM ET

...Just got Morning Call fax. Cowen additionally says, "Stock likely to trade up as expect similarly positive comments at semi-annual meeting in NYC next week."

..'Monday, Mar 29 1999 9:26AM ET

Yes, just spoke with Cowen re Dell presentation at Tech Conference in France today.

Dell gave upbeat presentation, saying they are pleased with demand in all geographies and in all product categories; fundamentals remain unchanged. Cowen expects that next week's analyst meeting in New York will be very similar - ie.- no change to business seen at Dell (in line with forecasted revenues/EPS).....


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