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

To: JOE E. MILLER who wrote (139344)	8/16/1999 3:16:00 PM
From: stock bull	Respond to of 176387

Joe, re:<<I am long dell.However,I've been spoiled by the progress in the stocks price over the last 5 years.Is there any reason to feel this recent humbling of enthusiasm will be lifted this qtr.Reassurance,ENCOURAGEMENT-ANYONE?>> I think it all depends on the numbers that are reported tomorrow. However, I doubt that Dell will get back to a 50+% revenue growth. I believe they will settle down to a growth in the range of 35 to 40%. The current PE of around 70 will not be sustained, so it will come down by the stock trading in a range and the profits growing over time. JMO Stock Bull

To: JOE E. MILLER who wrote (139344)	8/16/1999 3:21:00 PM
From: arthur pritchard	Respond to of 176387

Symbol Money Flow Net Chg.% Net Chg. Last HWP 77,195,616 +3.89 +4 1/8 110 1/8 IBM 75,814,907 +2.58 +3 3/16 126 9/16 EMC 59,190,821 +2.76 +1 5/8 60 9/16 AOL 55,973,568 -3.29 -3 3/16 93 11/16 ORCL 54,896,103 +.65 +1/4 38 7/8 CSCO 39,706,341 -.79 -1/2 63 1/16 GTW 38,976,150 +3.13 +2 9/16 84 5/16 DIS 35,596,717 +2.30 +5/8 27 13/16 YHOO 34,727,116 -.09 -1/8 132 11/16 LU 31,632,879 +.28 +3/16 66 1/16 WMT 28,057,653 +.56 +1/4 45 1/16 GE 25,380,721 +1.04 +1 1/8 108 7/8 QCOM 23,116,538 +.47 +3/4 160 3/4 PG 21,032,998 +.13 +1/8 93 1/8 BRCM 18,157,624 +5.78 +6 15/16 127 DELL 16,706,766 -1.06 -7/16 41 MMM 13,589,661 -.06 -1/16 97 5/8 RNWK 11,575,575 +3.99 +3 78 1/4 CPQ 10,988,969 +1.36 +5/16 23 3/8 AMZN 9,302,355 -1.22 -1 3/16 96 1/4 AA 8,695,503 -.47 -5/16 66 3/16 ATHM 8,431,261 +2.70 +1 38 DCLK 8,357,658 +1.59 +1 5/16 83 11/16 SUNW 8,067,305 +.86 +5/8 73 5/8 VISX 7,691,398 +.59 +9/16 96 1/16 NOVL 6,487,409 +3.47 +7/8 26 1/8 PCS 6,299,323 +.22 +1/8 57 1/8 ADBE 5,877,323 +2.18 +1 15/16 90 7/8 ALD 5,264,917 -.89 -9/16 62 3/4 SCH 5,231,673 -3.41 -1 1/2 42 7/16 WCOM 4,782,931 -.95 -3/4 77 15/16 MO 4,726,658 +1.41 +1/2 35 7/8 CNF 4,725,244 -.58 -1/4 42 3/4 NTAP 4,178,539 +1.01 +9/16 56 1/2 EGRP 3,843,790 +1.20 +5/16 26 7/16 CMGI 3,511,841 -.46 -3/8 81 1/8 NITE 3,243,379 -3.87 -1 3/8 34 1/8 BWEB 3,058,412 +2.26 +1/2 22 5/8 LCOS 3,005,040 +3.62 +1 3/8 39 5/16 POS 2,948,343 -.96 -7/8 90 5/8 CDN 2,253,500 +1.88 +3/16 10 3/16 RTRSY 1,670,525 +4.18 +3 1/2 87 1/4 NETS 1,133,310 -9.64 -2 3/8 22 1/4 EPAY 1,004,790 -.56 -3/16 33 1/8 SPYG 265,736 +1.99 +1/4 12 13/16 ZDZ 222,786 -.74 -1/8 16 7/8 RMBS 187,200 -1.39 -1 3/16 84 3/8 ZSUN 144,940 +3.42 +.31250 9.43750 NETP 89,297 -1.98 -1/4 12 3/8 MSGI 78,156 +2.26 +3/8 17 NETD 8,784 -2.13 -.06250 2.87500 IINT 5,590 +.68 +1/32 4 21/32 DDEQ 737 +.00 2.09370 XNET -20,148 -9.09 -.18750 1.87500 IMOT -46,863 -6.06 -.25000 3.87500 IIXL -203,327 -.74 -3/16 25 EELN -273,712 -4.67 -1 1/16 21 11/16 TQNT -275,656 -1.25 -5/8 49 1/2 MCNS -303,262 +5.19 +11/32 6 31/32 TWE -563,146 -2.55 -7/16 16 3/4 WIND -582,771 -1.28 -3/16 14 7/16 USPL -989,263 -5.54 -17/32 9 1/16 PCNTF -1,280,207 -4.92 -1 1/2 29 AWRE -1,559,255 -4.78 -2 39 7/8 LOR -3,666,984 -2.04 -3/8 18 EK -3,818,632 -1.49 -1 1/16 70 3/8 FDX -4,382,218 -1.89 -13/16 42 3/16 GNET -4,676,783 -1.63 -1 1/16 63 15/16 CBS -5,070,936 -.69 -5/16 44 11/16 INTC -6,663,423 -2.21 -1 49/6 77 63/64 AAPL -9,223,852 -.21 -1/8 59 15/16 GSTRF -10,016,439 +.88 +1/4 28 9/16 KO -10,061,489 -1.46 -7/8 58 15/16 NOK -10,815,945 -.23 -51/256 85 9/16 CHV -13,440,364 -2.07 -2 94 3/4 MRK -15,541,264 +1.08 +11/16 64 7/16 GM -24,006,831 -3.99 -2 9/16 61 5/8 QQQ -37,717,367 -.49 -9/16 114 3/4 T -55,710,429 -1.52 -3/4 48 1/2 MSFT -153,220,784 -1.18 -1 83 11/16

To: JOE E. MILLER who wrote (139344)	8/16/1999 5:33:00 PM
From: Dorine Essey	Respond to of 176387

Joe, We have been here before. Patience and you will be rewarded. DELL had a trade 1 1/2 million just before the bell. DELL now trading after hours 41 5/8 to 41 3/4. Wed. will be our day and tomorrow we should also reap the rewards of HWP. Dorine

To: JOE E. MILLER who wrote (139344)	8/17/1999 10:55:00 AM
From: Jon Stept	Read Replies (1) \| Respond to of 176387

Joe, re:spoiled last 5 years... Hi Joe, I have watched and particpiated in Dell's stock price until late last year. I don't see how they can maintain a growth rate to justify stock appreciation like we had seen up until last year. Dell's growth was unique because comparatively most of it was derived from cost savings as they leveraged the just-in-time model for all it was worth. Dell is in a commodity business, and they need to find other areas or ways to grow.... that is what I am waiting for. For those who participated in the extensive run-up, the recent inertia probably appears like a well deserved breather. Just my opinion. Jon :)