Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Sam Bose who wrote (137265)	7/21/1999 5:45:00 PM
From: jttmab	Read Replies (1) \| Respond to of 176387

Sam, On AOL numbers....Revenue growth and subscriber growth may be viewed as disappointing which could be more important than the EPS...at least for tomorrow. Best Regards, Jim Disclosure: I hold no position in AOL, long or short

To: Sam Bose who wrote (137265)	7/21/1999 8:13:00 PM
From: JRI	Read Replies (1) \| Respond to of 176387

OT Thanks Sam...interesting period here....IDC/Dataquest numbers come out next week at the latest (possibly even this Friday) for Q2...should give us a better handle on Q2...if Dell holds 40/41 (like you say), and the number suggest a .18 EPS quarter, we should be in good stead....18 would be a monster quarter, IMO, a solid .17 more likely... We are now in the 2nd half of the quarter...less chance of Dell tanking (like in 1Q)...still can happen, but usually not as severe and with less frequency.. How 'bout my EMC...What a marvelous quarter (50% + earnings growth, INCREASING margins, and CEO said revenues will increase (!) going forward, and (essentially) no Y2K effect)...nothing to hold it from 70 in short order, IMO.. BTW- R.Williams, Dell Investor Relations, told us that Dell expects calender 2000 to be "outstanding"... with Intel/Microsoft launches..