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

To: Boplicity who wrote (143510)	10/1/1999 10:30:00 AM
From: D.J.Smyth	Read Replies (2) \| Respond to of 176387

one analyst comes out with "strong buy" looking at Taiwan and the other prick Niles...who knows what his real motives are. Dell is coming into their strongest period of the year when home computer sales comprise 60% of total purchases. Dell is more aggressively moving into this market (already home and small SOHO comprise 28% of their sales). computer peripherals comprise over 50% of total sales in the last four months. Niles is a prick.

To: Boplicity who wrote (143510)	10/1/1999 12:55:00 PM
From: D. Swiss	Read Replies (2) \| Respond to of 176387

Greggy, there is more to Dan Niles than meets the eye. It smells like manipulation to me. On August 8 he upgraded Dell from neutral to accumulate setting a near term target of $48. On August 18, he upgraded to a buy, saying it will retrace to its 52 week high (http://biz.yahoo.com/c/d/dell.html). Now on the basis of Taiwan and concern about component costs, he lowers his estimate by three measly pennies and downgrades the stock, while maintaining his estimates for the year ended 1/31/00. Give me a break! The first issue is why would someone downgrade their opinion of the stock for three measly pennies. The second issue is how can the component issue squeeze margins so much that it will have a three cent impact. The only component impact that I am aware of the will be impacted is DRAM prices. If DRAM costs Dell $65 (correct me if I am wrong), then even if they double, it will not have a significant impact on margins. Additionally, Dell has forward contracts that would minimize the impact of increasing prices. As I said earlier, this smells very bad and I guess the market is agreeing by the comeback since the morning lows. Maybe BBRS customers are buying? If they had any sense, they recognize this as a buying opportunity. :o) Drew