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

To: Chuzzlewit who wrote (137787)	7/27/1999 1:51:00 AM
From: stock bull	Read Replies (2) \| Respond to of 176387

Chuzzlewit, OT if you don't mind, I would like to ask you a question. I own stock in a company that did quit well this quarter. In their earnings statement, they noted that they are going to issue approximately 4 million shares, plus 2.5 million shares by selling stock holders. The 4 million shares will be sold by the company. Am I correct is saying that the sale of these shares will not dilute the shares presently owned by the public investors? The company went public around 1 1/2 years ago, and I believe this is the first time the inside shareholders are selling a large number of shares. Can't say I blame them for wanting to take a little of the table. Thanks for your response. Stock Bull

To: Chuzzlewit who wrote (137787)	7/27/1999 1:55:00 AM
From: Dr. David Gleitman	Read Replies (2) \| Respond to of 176387

Possible good News: Comments from today's TC-2000 (Worden Brothers) indicates on the Dell chart "...that the July correction may be over." Good luck to all, David

To: Chuzzlewit who wrote (137787)	7/27/1999 6:12:00 AM
From: Lee	Read Replies (1) \| Respond to of 176387

Morning Chuzz,..Re:. That's why growth companies such as Dell are disproportionately impacted when interest rates climb Thanks Chuzz for the clarification. Maybe this simple comparison could be a useful illustration or maybe as a 2x4 concerning PEs?<g> When long rates were 5%, the equivalent PE of the 30 year bond was 20. Now that rates are 6%, the equivalent PE is 16. Best, Lee

To: Chuzzlewit who wrote (137787)	7/27/1999 8:32:00 AM
From: Sig	Read Replies (1) \| Respond to of 176387

<<< Dell, along with all business, is impacted by higher interest rates in a number of ways. First, higher interest rates translate into higher costs for capital expenditures, so you can expect sales to decrease as interest rates climb. As a result, earnings tend to be curtailed.>>> Velllllly intuwesting Chuzz. So thats the way the establishment looks at interest rates.? It gives some explanation as to why Dell was rated a $4 stock in 1997. Applied indiscriminately across the industry, it could move the ratings toward an average level, despite the fact that Dell carries a debt load 1/40 th that of some other companies and is growing at multiples of the industry rate, both of which distort the picture. Whenever we move forward 3 or 6 months, Dell seems to exceed the expectations. But that could never happen again, right. I mean people would catch on sooner or later OK? Well, maybe not... Go Dell. Nas+2400 Sig