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Technology Stocks : Dell Technologies Inc.

DELL 138.80

-2.7%

3:59 PM EST

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To: jim kelley who wrote (125144)	5/16/1999 3:07:00 PM
From: Meathead	Read Replies (1) of 176387

Way to go Jim. You are dead in your assertion that the analysis is shallow. It's as if DY has overlooked all of the important little details that will add up like OPEX control and royalty elimination with blanket PC pricing environment generalizations driven in large part by the new internet toys from eMachines and the like. Predicting a 100 - 200 basis point decline in GM is going waaay out on a limb. That would be a complete and disasterous collapse of the margin trend established by Dell to date. I can see maybe 30 - 50 basis points due to aggressive pricing to spur revenue growth. What does he mean Q4's margins were an inflated anomaly? They are exactly consistent with every quarter preceding it! Micron a value play... worth bidding up to 63x earnings. Geeez, a niche player soon to be out of business valued like Dell... this guy has instant credibility loss in my book with a recommendation like that. Are there any analysts who understand Dell and the industry the way some SI thread participants do? By the way... where's Dan Niles?!?! With the super analytical capabilities he possesses that led to last quarter dead-nuts-on call, you'd think he'd at least have an opinion this quarter<gg>. I'm confident the industry is 110% positive he was tipped. Now what about this latest feeble construct of a downgrade by D. Young... I wonder what his true agenda is. My money says he's wrong and hasn't done his homework properly. MEATHEAD

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