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

To: kemble s. matter who wrote (151394)	1/15/2000 1:47:00 AM
From: calgal	Read Replies (2) \| Respond to of 176387

Hi Kemble! UPS brought my Dell today, ahead of schedule! It is incredible. I can't believe the difference. No freezing, unlike my Presario. I have DSL too, so this Dell is flying! The UPS man told me that he always has many Dell's to deliver! When Daniel saw the box, he said, "Oh, Michael Dell! Is it for for me?" He associates the logo with Michael Dell. He is "the logo kid." That is what I have started calling him. At three, he recognizes logos that I cannot even believe. He found the Starbucks in the Mall last week. He knows Diet Coke, Coke, McDonald's, Dell and all of the important logos that relate to his interests. He has recognized the Dell logo and Michael's picture since he was one-year-old. I told him that we have to share the computer. He will love playing on this Dell. :)Leigh

To: kemble s. matter who wrote (151394)	1/15/2000 11:15:00 AM
From: calgal	Read Replies (1) \| Respond to of 176387

Kemble, Hi! The Dell train is still on the tracks! :) Leigh bloomberg.com Intel's strong earnings eased concern that Dell, the No. 1 direct seller of PCs, might report disappointing earnings for the fiscal fourth quarter that ends this month. ``If Dell had been a train wreck in November or December, Intel wouldn't have been able to report the numbers they did,' said Jim Poyner, an analyst with CE Unterberg Towbin, who raised his rating on Dell to a ``strong buy' from a ``buy' today. ``Intel indicates that if they miss, it's going to be a minor miss.' Intel Shares Rise to Record After 4th Quarter Sales, Profit Beat Estimates By Anthony Effinger Intel Shares at Record After Profit Tops Estimates (Update6) (Updates with closing share prices.) Santa Clara, California, Jan. 14 (Bloomberg) -- Intel Corp. shares jumped 13 percent to a record after the world's No. 1 computer-chip maker reported fourth-quarter earnings that topped the most optimistic forecasts. Intel gained 12 to 103 1/16 in trading of more than 91.9 million shares, making it the most active U.S. stock. Today's rise was the stock's biggest one-day percentage gain since October 1997. Earlier, the shares reached a record 106 5/8. They've risen 25 percent this year. Concerns about diminished demand because of the Year 2000 bug failed to materialize for Intel. The company shipped a record number of microprocessors to personal computer makers, resulting in a better-than-expected 7.9 percent rise in sales. Sales may get another boost this quarter, with Microsoft Corp. scheduled to ship its new Windows 2000 computer operating system next month. ``These guys really delivered,' said Christian Koch, senior technology analyst at Trusco Capital Management in Atlanta, which owns 5 million Intel shares. Lehman Brothers Inc. analyst James Barlage and John Lazlo of PaineWebber Inc. now expect Intel shares to reach 120 within 12 months. U.S. Bancorp Piper Jaffray analyst Ashok Kumar predicted the shares will reach 110 within a year. Analyst Christopher Chaney at A.G. Edwards & Sons Inc. raised his rating on the stock to a 'buy' from an 'accumulate.' Equipment Spending Applied Materials Inc. and other makers of equipment used to manufacture chips rallied after Intel said it will boost spending on new chip plants to $5 billion this year from $3.4 billion in 1999. Other chipmakers may follow. Applied Materials rose 11 5/16 to a record 135 13/16. Novellus Systems Inc. shares jumped 12 5/8 to a record 155 7/16. Intel's results lifted computer makers as well. Dell Computer Corp. rose 7/8 to 44, and International Business Machines Corp. rose 1 7/16 to 119 11/16. Intel's strong earnings eased concern that Dell, the No. 1 direct seller of PCs, might report disappointing earnings for the fiscal fourth quarter that ends this month. ``If Dell had been a train wreck in November or December, Intel wouldn't have been able to report the numbers they did,' said Jim Poyner, an analyst with CE Unterberg Towbin, who raised his rating on Dell to a ``strong buy' from a ``buy' today. ``Intel indicates that if they miss, it's going to be a minor miss.' Faster Chips, Higher Prices Intel late yesterday reported that net income rose 2.1 percent to $2.11 billion, or 61 cents a share, from $2.06 billion, or 59 cents, a year earlier. Excluding acquisition expenses, profit climbed 15 percent to $2.4 billion, or 69 cents,from $2.08 billion, or 60 cents. The highest forecast from analysts was for profit excluding expenses of 67 cents, according to First Call/Thomson Financial. Intel's results improved because it was able to ship more of its highest-powered microprocessors. Intel unveiled 17 new chips that have transistors and connectors that are just 0.18 micron wide, or about 1/1000 the thickness of a human hair. Intel's older chips have 0.25 micron features. The newer chips are more powerful and less expensive to make because they are smaller and more of them can be printed and cut out of circular silicon wafers in Intel plants. Optimism for First Quarter Intel executives were upbeat about their prospects for the first quarter. Sales usually fall at this time of year as the holiday and back-to-school buying season ends. The company said it expects revenue to be ``slightly down' from the fourth quarter. For Intel to say sales will fall only slightly is a good sign, analysts said, because the company's forecasts are considered conservative. Last year, Intel's sales fell 6.7 percent in the first quarter from the fourth. In 1998, they fell 7.8 percent. ``They are executing to perfection,' said PaineWebber analyst Lazlo, who rates Intel a ``strong buy.' Lazlo raised earnings estimates for the company. He expects 2000 earnings to reach $3.05 a share, up from his previous forecast of $2.80. He raised his earnings per share estimate for 2001 to $3.45 from $3.25.