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Technology Stocks : Dell Technologies Inc.
DELL 133.20+5.7%3:59 PM EST

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To: ForeverDell who wrote (122234)5/4/1999 4:21:00 PM
From: stockman_scott  Read Replies (1) of 176387
 
<< In other words, will .18 be enough to save us? >>

YES....The expectations for DELL have come down in the last few months. The ANALysts and Fund Managers would still be pleased with .17 and 45% growth in sales y/y...Yet, I really believe there is a good chance that DELL will deliver a better performance -- atleast .18 EPS and 45-50% growth in sales y/y. This would be MUCH better than current expectations and may be viewed as a phenomenal performance. Positive forward guidance would help generate upgrades and easily justify a higher valuation.

I'm still very LONG on DELL (with shares up in the 4 digits) and feeling quite bullish about the future.

DELL is a winner...Think LONG TERM.

Best Regards,

Scott
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