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: Patricia Walton who wrote (151536)	1/18/2000 7:55:00 AM
From: Calvin	Respond to of 176387

Arcadia Investment Research Analyst to Interview On RadioWallStreet.com Business Editors/Hi-Tech Writers PHILADELPHIA--(BUSINESS WIRE)--Jan. 18, 2000--Dell Computer Corporation (NASDAQ: DELL) will be discussed by Arcadia Investment Research Senior Analyst, John Stanish, on RadioWallStreet.com Tuesday, January 18, 2000 at 10:00 AM EST, Investor Broadcast Network announced. To access this RadioWallStreet.com broadcast, investors should go to radiowallstreet.com. Listeners should go to the website at least fifteen minutes before these events to register, download, and install any necessary audio software. For those unable to attend the live broadcast, replays will be available beginning approximately one hour after each event. There is no charge to access any event. If you are viewing this release after the day of the event, you will find this interview in the "All Recent Shows" section of the website. Questions for this RadioWallStreet.com event may be submitted in advance by e-mailing greg@vcall.com. Please reference date and time of the interview in the Subject of the e-mail.

To: Patricia Walton who wrote (151536)	1/18/2000 3:22:00 PM
From: calgal	Respond to of 176387

Patsy, Hi! You were up late! Get some sleep and hang in there. Dell will be fine! No news??? :) Leigh news.cnet.com IBM expected to report lower earnings By Reuters <mailto:letters@news.com> Special to CNET News.com January 18, 2000, 10:55 a.m. PT IBM, the worst bitten among major computer makers by the Year 2000 computer bug, is set to post lower fourth-quarter earnings tomorrow, but may provide clues to when a rebound in spending could begin. The world's largest maker of computer hardware, software and services is set to report results for the fourth quarter and year after the stock market closes tomorrow. Financial analysts are looking for the Armonk, N.Y.-based company to post earnings of $1.06 per share, 14 percent below the $1.24 per share posted a year-ago. The estimates reflect lower guidance IBM gave in meetings with analysts in October and again in December. IBM officials have blamed the shortfall on a spending pause on business computer systems by some large corporate customers as they sought to avert potential millennium bug computer crashes. Such delays could stretch into first quarter 2000, they have cautioned. ``This is the hardest one to call because expectations are generally low as a result of its cautious guidance back in October,' Bear Stearns analyst Andy Neff said of the difficulty in predicting IBM's results relative to other computer makers. ``The company's agenda is to keep expectations low so that meeting expectations is perceived as a victory,' the analyst said in a research note to clients published over the weekend. This view of IBM's game plan is widely shared by other Wall Street analysts. ``With Y2K passing uneventfully, spending freezes could end sooner in Q1 (first quarter) than expected,' Goldman Sachs analyst Laura Conigliaro said last week. ``This raises the potential of Q1 upside for IBM,' she said, referring to the possibility that first quarter results will handily beat the lowered expectations the company had set previously. In anticipation that IBM may have been overly conservative in its financial guidance, shares of IBM have recovered from their sharp fall they took after the October warning sent the stock down to around $90. On Friday, the stock had rebounded to $119.75, recovering entirely from the third quarter sell-off. Total fourth-quarter revenues are expected to come in slightly below the year-ago quarter's $25.1 billion in reported revenue, many analysts have predicted. But revenues are expected to pick up momentum as the year 2000 progresses. The impact of the long-anticipated ``Y2K threat' to computer makers was felt mainly among suppliers of mainframe computers and software to run them, with IBM, the world's largest maker of mainframes, the hardest hit. The pain was shared by Unisys, another supplier of mainframe-class computers, and software makers like BMC Software whose programs run on IBM machines. Analysts believe IBM results will be dragged down especially by mainframe sales, which are expected to be around $650 million, or more than 50 percent below 1998's fourth quarter, when a new generation of mainframes buoyed results. Meanwhile, revenue from IBM's flagging AS/400 minicomputer line could see a similar percentage drop to around $500 million, Salomon Smith Barney analyst John Jones forecast. Overall, hardware revenues could fall more than 10 percent to around $10 billion in the fourth quarter versus a year ago, according to both Conigliaro and Jones.