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

To: calgal who wrote (146068)	10/29/1999 1:45:00 PM
From: BBG	Read Replies (1) \| Respond to of 176387

>>>Finally, we are seeing some upward movement in Dell! It is difficult to see everyone else have good days while Dell continued to sit there. As they say in Texas, "Ya'll have a great Friday!" :)Leigh<<< Also helps keep LT under the rock he comes out from under anytime there is even the slightest hint that DELL may be experiencing problems short-term though they may be... IMO things have never looked brighter for DELL. Competition is falling by the wayside... ASP is stabilizing... DELL diversifying... DELL expanding around the world... 4th Qtr. about to begin... I think new highs are coming sooner than later... Ciao BBG

To: calgal who wrote (146068)	10/29/1999 7:34:00 PM
From: rudedog	Read Replies (2) \| Respond to of 176387

Leigh - It was good to see some upward movement, but it is kind of sad when we stagger back above 40 and think that's a good deal. Everything hinges on the earnings statements IMO - the share numbers, new initiatives, whatever all get discounted. DELL will need to show good top line growth, reasonable margins and have a forward-looking statement that somehow neutralizes the "prevailing wisdom" that PCs are a bad place to be with some credible justifications for future growth. Looking at the IDC numbers, I can't imagine that DELL will miss the earlier consensus estimate of 20, and would expect them to be a few points over that. But as we have seen, strong earnings don't seem to move the stock up - they are a requirement to keep it from going DOWN!! I was expecting us to be in the high 40's heading into earnings, not worrying about whether my Jan 40 puts would go sour on me. I hope the management team at DELL is looking hard at the spin being put out by IBM, HP and CPQ and has solid counters to those ideas. They will be almost alone in defending their market segment, which is right where their competitors want them to be...