Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: jim kelley who wrote (146795)	11/8/1999 10:47:00 PM
From: BLong	Read Replies (1) \| Respond to of 176387

I've read the last 40 or so messages and haven't seen any reference to this $100-mil contract by First Union in todays news for exclusive use of Dell computers: infobeat.com Does everyone think this is small potatoes?

To: jim kelley who wrote (146795)	11/8/1999 10:50:00 PM
From: jmac	Read Replies (1) \| Respond to of 176387

Prediction: DELL meets numbers, say goods things about the next quarter. Money flows out of GTW and AAPL and back into DELL. 47 1/2 close by 11/19/99.

To: jim kelley who wrote (146795)	11/9/1999 7:42:00 AM
From: GVTucker	Respond to of 176387

jim, RE: I would like to see his earnings per share numbers. Young has GTW at $1.42 for '99 and $1.85 for '00. He calculates his target by assuming 40x the '00 estimate plus $26/share in Internet/'beyond the box' value. He gets that number by calculating 28x '00 'b-t-b' revenues of $300mm. End result is Young's $100 target for GTW. I don't believe he has modeled 40% growth for either income or revenues. In regards to DELL and PEG, it is quite apparent that if DELL delivers earnings in 1/01 of $1.02, the stock will be higher, probably significantly higher. You'll get no argument from me there.