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

To: GVTucker who wrote (149424)	12/17/1999 10:35:00 AM
From: OLDTRADER	Respond to of 176387

RE:GV-Thanks-Good information.Sure glad I'm not signed on with those empty-handed ones.wbm

To: GVTucker who wrote (149424)	12/17/1999 11:31:00 AM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

RE: The performance of DELL has been directly related to performance that is lower than expectations. If you go back to 1997 or 1996 and look at the earnings estimates at the beginning of the year, you would note that the analysts were usually about half the actual year end results. When 1999 rolled around, people had the same expectation that the average estimate in the range of 72½ to 77½ would be similarly low. As it turns out, DELL most probably will be in the lower end of that range when Jan '00 earnings are announced. The company has underperformed expectations, and the stock has reacted accordingly. What DELL management has been doing this past year weighs far more heavily with me than the actual numbers...The numbers have still proven that DELL is the only PC company that will make money in this sector...GTW is doing well now...but, I wouldn't underestimate what DELL could do to them when DELL decides to target them..(Tom Meredith has told us that DELL is capable of "pushing anyone whenever they wish to") ....DELL's cost being half of what the others are...IMO the future of the others is in doubt...I've been told that "CPQ is far worse off than anyone suspects"....Cost wise DELL's efficiency which is going down even further will win continue to pressure the others...this I believe caused CPQ to make a fatal mistake with DEC....and IMO DELL capitalized on this for the first two quarters...Yes, DELL didn't grow at the 50%plus ...but, something far more valuable was gained... And, the turning of this company's revenue growth this year is something I become more and more amazed with daily.....I hold this stock long and will continue to so....I anxiously await some of these plans coming to fruition...I know they require a long planning period and am prepared to wait... Many have been able to trade this company this year purely because of this perception and misperception....Patience is of importance to the longs...Our past has spoiled many of us...Yet, DELL is in no way finished from gaining market share ...If anything they are preparing to steal more than ever...

To: GVTucker who wrote (149424)	12/17/1999 12:00:00 PM
From: edamo	Respond to of 176387

gv....re: "conspiracy".....kudos to you.... we may disagree with how stocks are oft times priced, but you are consistent in your denial of conspiracies.....couldn't agree more... expectations and perceptions move stock(either direction)forward.... thanks for bringing reality and logic to the forefront.....it is seriously lacking in the world of "nouveau investing"

To: GVTucker who wrote (149424)	12/17/1999 1:40:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

While your argument is plausible, I do not think it is correct. Moreover, your premises can be proven. The published revenue and growth earnings projections have been consistently lower than DELL's actual performance over the last 4 quarters. So your argument rest on underperformance and that is not what has happened. The "conspiracy" is largely due to Mutual Funds buying and selling DELL like a herd of cattle. But it is also clear that this afforded some mutual funds the opportunity to accumulate DELL at low prices for a good Y2K gain. DRAM pricing, The RDRAM and Coppermine product transition delays, and LCD display shortages. But the operating results were actually exceeded the detailed projections put out by Kimberly Alexy Many months in advance. The other analysts use her spreadsheets. A lot of mutual funds divested themselves of DELL in February and March. The mutual funds have begun to buy back into DELL. This will drive the stock to new levels. 2000 should be gangbusters year for DELL as the move up the server food chain, resolve their supply problems with LCD's and complete the Coppermine and RDRAM product transitions. :)