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

To: D. Swiss who wrote (151723)	1/21/2000 1:16:00 PM
From: Lee	Respond to of 176387

Hi Drew,..Re:. wonder if this is y2k related? I don't know but it seems that if it were Y2K related then HWP would have slowed as well doesn't it? Also, it doesn't seem to be price because aren't the iMacs are more expensive? Do you think the bulk of the sales were consumer sales? Didn't they recently appoint a new chief of operations in Europe? haven't any answers. <g> Looking forward to the IDC data. Lee

To: D. Swiss who wrote (151723)	1/21/2000 1:51:00 PM
From: JRI	Read Replies (2) \| Respond to of 176387

Full disclosure: Just sold my trading position in Dell, and unloaded some long...I don't like the Euro numbers from Context, nor IDC numbers....growth is simply too slow this quarter, and I think it will be difficult for Dell to make the quarter..and we could (even) see a .19...that would not be good.. Am still holding a (smaller) long position...still expect Dell to finish in mid/high 60's by end of the year..but, short-term, I expect some trouble...and Dell could see high 30's/40...on questions of European growth (going forward)....at 40, low 30's....good buying op there...and I will likely re-establish (to same, recent degree) This is all IMO, and, for those reading, there are a lot wiser head on the thread than me, so take my comments with a large dose of salt.. Windows 2K, along with easier Y-O-Y comps should provide Dell with some great ops to have (a couple blow-outs...ie. 50% EPS growth...) quarters...and for the stock to accerlerate... Again, still looking for mid/high 60's by end of year...but I think Dell will be in "show-me" mode a bit longer....