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

To: Boplicity who wrote (139403)	8/17/1999 9:42:00 AM
From: JRI	Read Replies (2) \| Respond to of 176387

Greg- I believe the market's reaction to Dell's earnings announcement will be pretty straightforward (to figure out): (1) Best possible scenario: .18 and expanding GM * Stock should pop a couple points and settle in a range around 45 (+/- 3/4 pts)...until we get near next earnings (2) Good/not bad scenario(s): A. .17 BUT expanding GM B. .18 BUT lessening GM (Perhaps) surprisingly, the stock may react better to A (even with less EPS) than B...although we will probably see a similar reaction to both.....Dell stuck in low 40's....with possible (likely) dips into high 30's....(even touching 35 if a massive market selloff, unlikely, would take place...then Dell/techs would be screaming buys, and would recover quickly)...and we should see surges into mid 40's during the quarter..no higher than 47/48......until next earnings... 3. .17 AND LESSENING GM The stock will take an after-earnings hit of 2/3 pts. and settle around 39/40....This would not be good for the stock (this quarter)...it will be hard to jump start it.... ** I am assuming that the forward will be bullish as usual, with small (if any) impact from Y2K noted...Of course, any change here could have an impact. Also, a joker will be if NEXT YEAR EARNINGS(which should be very strong) gets on the radar screen of the analyst's (questions)..That could help the stock near-term too.... This is my best guess, and I am sticking to it <G> Of course, I have never been wrong in the past <VBG>