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


To: Frank Ellis Morris who wrote (139217)8/14/1999 6:17:00 PM
From: TTOSBT  Read Replies (1) | Respond to of 176387
 
Re: "Lets hope for a good cpi on Monday plus good numbers for Dell and Hwp on Tuesday."

Agree Frank. I think HWP's earnings are on Monday and CPI on Tuesday then Dell after the bell on Tuesday. If HWP misses 80-81 cents I think the bears will push Merryl's pc doom and we'll be in trouble no matter how CPI turns out. But I'm confident Hwp and CPI will be favorable enough and I don't feel Dell will shoot like a rocket after their report unless it's like 21 cents! with revenues from server, storage and notebook increases.

I think Ing Baring has enterprise business increasing 230% second half which I hope is correct. And andother broker has Dell purchasing some 300 133FSB mother boards getting ready for Intel's server chips which may be less delayed then earlier announced maybe as early as late Aug early Sept.

So if Dell makes any announcments along those lines we could be sailing. I sure would rather bet on the longs from this point forward. That is were the most surprise will come from as everyone has been spouting negatives for last five months!

TTOSBT