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

To: Ian@SI who wrote (145006)	10/18/1999 11:02:00 PM
From: Alohal	Respond to of 176387

VENKIE Re: SSB analysts report 10/15/99: I really liked the following excerpt. Looks like they had already included a 3Q .01-.02 EPS effect from Taiwan and still kept their buy rating and $60 price target. I really don't think that there will be many (if any) downgrades. "Following yesterday's meeting, we continue to believe that there could be $0.01-0.02 of risk to Dell's EPS during the October quarter as a result of Taiwan and other component constraints (DRAM, graphics chips, chip sets). However, management's positive commentary with respect to demand and competitive wins in large accounts lead us to believe that the risk is purely a function of component constraints. Moreover, the strategic initiatives outlined by Dell management during the meeting reaffirm our belief that Dell is 1) diversifying into a number of markets that offer significant opportunities for incremental revenue and profit growth, and 2) is pursuing these opportunities with a strategy that will allow Dell to continue to taking market share in a consolidating market." Cheers Alohal