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

To: Meathead who wrote (151831)1/24/2000 10:30:00 AM
From: Gabriel008  Read Replies (1) | Respond to of 176387
 
Meathead, I've learned to take the IDC data at face value and this has allowed me to continue making excellent returns on DELL - whether the stock is going up or down. The IDC numbers that I just posted [IDC asks that I wait 24 hours before publicly publishing the numbers]clearly show that DELL is now no longer the great momentum stock I began buying in the summer of '96. 3% sequential growth points to, at best, a 20 cent eps which reflects a disappointing quarter particularly with CPQ growing at 18% and HP growing at 33% sequentially this quarter. Regards, Gabriel



To: Meathead who wrote (151831)1/24/2000 1:17:00 PM
From: jim kelley  Respond to of 176387
 
Meathead,

Do you think ML buys services from Niles' company?
Niles' boss was bragging a year or so ago that his company had the power to churn a stock.

Niles does not actually seem to know what DELL is doing. He is talking about 3 or 4% growth and 1 to 2% drop in ASP.
That is a couple of % in revenue( 140M). That gives him a fair amount of wiggle room.

Also, he does not seem to have clue about margins.


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