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


To: Gabriel008 who wrote (145004)10/18/1999 10:56:00 PM
From: OLDTRADER  Respond to of 176387
 
RE:Gabriel-Thanks for your expert analysis-really appreciated and extremely kind of you to share your knowledge.Besr Regards.wbm



To: Gabriel008 who wrote (145004)10/18/1999 11:08:00 PM
From: jim kelley  Read Replies (1) | Respond to of 176387
 
Gabriel,

Niles is guessing that earnings will come in at 17 to 19 cents per share instead of 21.

Hoping for a great buying opportunity.



To: Gabriel008 who wrote (145004)10/18/1999 11:11:00 PM
From: rudedog  Read Replies (1) | Respond to of 176387
 
gabriel -
3- LCD panel issue is solved due to the Samsung Electronics deal.

The LCD deal will not yield product for at least a year - DELL bought into production from a facility that Samsung is just building. So unlikely to have any near-term impact.



To: Gabriel008 who wrote (145004)10/18/1999 11:12:00 PM
From: Alohal  Read Replies (1) | Respond to of 176387
 
Gabriel: I thought the deal with Samsung didn't go into effect until January. Am I mistaken here. Thanks for your analysis, makes a lot of sense, but I still think there is a fair chance that Dell still comes in @ .20 for 3Q, with lowered margins on greater than forecast revenues.
Cheers
Alohal