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

To: steinmetz who wrote (138865)	8/11/1999 9:07:00 AM
From: BBG	Read Replies (2) \| Respond to of 176387

<OT>What's the matter Stienmetz? Those shorts getting a little tight? EOM Ciao... BBG

To: steinmetz who wrote (138865)	8/11/1999 1:19:00 PM
From: stockman_scott	Respond to of 176387

**2 VERY Positive New Analyst Reports on DELL were Released in the Last Few Hours....Here are some brief highlights.... <<ING Barings --DELL: Expect Solid Q2 with New Record ROIC of 230% --Maintain BUY rating and $55 price target --View DELL as a unique, Ultra-Efficient "Channel," Not just a PC Maker --Based on a multiple of 1.4-1.5 DELL's FY2000 EPS growth rate, in line with or even below many of its leading technology peers, we maintain our price target of $55. We believe that DELL's premium performance justifies a premium multiple and is supported by the company's capacity to generate triple digit ROIC, multiple incremental opportunities and history of well-executed, consistent growth.>> <<DEUTSCHE BANC ALEX BROWN --DELL : BUY Rating; Forecast $0.17 EPS on $5.9B Revenue --Expect the company to report strong quarter with potential upside to our revenue estimate. Overseas business is very strong as is the server revenue. --DELL continues to take advantage of Compaq's recent disarray in its channel relationships. --We believe DELL will outline its increasing focus on the internet and ways to profit from this space in its conference call. --We believe the outlook for growth for the company, which is significantly higher than the industry, will remain unchanged.>> Hmmm.....we have not had this kind of analyst optimism about DELL for quite some time. Even Dan Niles (who has been very cautious) is now recommending that investors accumulate DELL. SG Cowen, Bear Stearns, Prudential, Goldman Sachs and others are all forecasting that DELL will have a great quarter and perform very well as we move into the next century. The DELL business model is finely tuned and is improving all the time. IMO, this is a GREAT timed to be LONG on DELL. There is a very good chance that the trend will be your friend. The 50s are just around the corner..... Best Regards, Scott