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

To: jim kelley who wrote (146917)	11/10/1999 8:58:00 PM
From: rudedog	Respond to of 176387

Jim - I agree, this is "just for fun". I have already determined that I will stand pat with both core and options... Good luck to all of us.

To: jim kelley who wrote (146917)	11/11/1999 2:35:00 AM
From: Patrick E.McDaniel	Respond to of 176387

Jim, all this earnings talk has suckered me in. I have Dell at $7.2 Billion in Revenues, 21% Gross Margins due to component costs yielding 20 cents pre-merger. 5-7 cents for the merger takes it to 13-15 cents for Q3. In order to pull this off, enterprise (not the starship)will have to be hitting on all cylinders to add margin back due to pricing pressure with the competition and consumer machines. Pat

To: jim kelley who wrote (146917)	11/12/1999 9:21:00 AM
From: Mike Van Winkle	Read Replies (1) \| Respond to of 176387

Jim, re: The truth is that we do not know how well DELL is going to do this quarter. There are too many variables both in their evolving business model, their component costs, and their unit sales to draw such EPS conclusions. Nevertheless, the company is doing exceptionally well.<<<<< Dell seems to be communicating quite well (not to mention IDC data) with analysts and investors and as a result, even with a complicated quarter, earnings and revenue estimates were close to consensus. At the same time, Dell does not tip off the competition. This is called honest management. Dell does not have to beat estimates to go up- that is a myth, it does have to execute, and it has. I have firmed up to sticking with consensus numbers for Dell in the future. Honest management with a good handle on its business along with analysts with good models, plus a healthy +40% growth rate should yield a premium to growth and quite a healthy +40% return in 2000. Dell is my kind of stock to own. Cheers Mike