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

To: kemble s. matter who wrote (147411)	11/13/1999 9:44:00 PM
From: Sig	Read Replies (2) \| Respond to of 176387

Kemble: This has been the most predictable of any Dell earnings reports. For almost 6 years Dell has been right on or 1 cent above the estimate ( if one adjusts for stock price) excepting the blow-away Aug 2 cents. Secret agent Niles gave it to us in Feb. 4xx Rev. In Nov 18 cents- right on. About 10% run-up to earnings- a bit less than usual. And when a tech stock reports earnings, what does the price do? A. Goes up B. Goes down. Ans=b (excepting extenuating circumstances) Everyone (analysts, funds,businesses, threadsters) now on the same wavelength. Finally got Dell figured out- just go direct 30 to 40% stock price growth per year etc. $1 price appreciation per month. Only one thing to say about that-its not going to happen that way (for one thing, brokers and MM's want their fees from volatility) Summary Just agreeing with you, something big will come along its in the wind. Lets hope its good(G)

To: kemble s. matter who wrote (147411)	11/14/1999 9:48:00 AM
From: Frank Ellis Morris	Read Replies (4) \| Respond to of 176387

>> RE: There is no fundamental reason DELL should go lower. As they continue to crush the competition, people will pour their money into DELL<< It is possible that the only reason why Dell fell a little on Friday was in sympathy to that damn Merrill Lynch's downgrade of Intel.Although the stock of Dell has been a dog for quite sometime there is really nothing fundamental wrong with the management or operations at Dell. The stock just is not getting the respect it deserves. I hope that it will come back into favor real soon. Frank