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

To: kemble s. matter who wrote (151854)	1/24/2000 2:12:00 PM
From: calgal	Read Replies (2) \| Respond to of 176387

Kemble, Hi! RE: "Right now the street is more concerned with DELL making estimates...Wonder if the business is as "busy" as I heard it was?" According to my Dell Rep, his business had really increased this month. Why didn't CNBC interview someone from Dell when they are in Austin today? I wanted less of the local music and some information about Dell. Did I miss something? :)Leigh

To: kemble s. matter who wrote (151854)	1/25/2000 4:12:00 PM
From: calgal	Read Replies (1) \| Respond to of 176387

Kemble, Hi! Dan's take on CPQ. Is anyone keeping track of his hits and misses? :) Leigh Meanwhile, Dan Niles, an analyst with Robertson Stephens, said Monday that he anticipates the company to report earnings that are "several cents higher" than the officially expected 16 cents. Reasons include expected strong revenue driven by a boost in personal-computer sales to consumers marketwatch.newsalert.com Compaq shares slip ahead of earnings By Janet Haney & Mike Tarsala, CBS MarketWatch Last Update: 3:43 PM ET Jan 25, 2000 Silicon Stocks Hardware Report HOUSTON (CBS.MW) -- Shares of Compaq slimmed back in trading Tuesday ahead of the company's fourth-quarter earnings report. Compaq (CPQ: news, msgs) was down 1/4 to 32 3/4 in the final minutes of trading. Despite recent gains, the stock is off 31 percent from its year-ago level of 46 1/16. Analysts surveyed by First Call expect the world's largest vendor of personal computers to earn 16 cents a share. Compaq earned $758 million, or 43 cents a share, in the year-earlier quarter. But 5 cents of that stemmed from an unexpected nonrecurring gain, which brought earnings to 38 cents a share. Revenue in the year-ago period was $10.9 billion. In the third quarter, the PC maker recorded a profit of $117 million, or 7 cents a share, excluding charges. Sales totaled $9.2 billion. See full story. Additionally, International Data Corp. said Monday that Compaq was the No. 1 PC vendor worldwide for 1999, while Dell (DELL: news, msgs) held on to the No. 1 position in the United States. Wall Street's input Meanwhile, Dan Niles, an analyst with Robertson Stephens, said Monday that he anticipates the company to report earnings that are "several cents higher" than the officially expected 16 cents. Reasons include expected strong revenue driven by a boost in personal-computer sales to consumers. Revenue could be several hundred million above the expected $10 billion, Niles said. The company sold about 4.5 million PCs in the fourth quarter, well above what Niles had expected: 4.2 million. Still, there are concerns about sales of larger server computers and other equipment sold to big businesses. "On a retail basis, the consumer sector did extremely well, but I'm a little bit concerned about sales delays in business systems," said Jeff Maxick, an analyst with Madison Securities in Chicago. "There's Y2K, as well as customers waiting for Window 2000 to come out." Microsoft (MSFT: news, msgs) expects its highly anticipated operating software to be in customers' hands Feb 17. Analysts are waiting to hear what Compaq will say about coming quarters' sales during an analyst meeting scheduled for Thursday. Wall Street also will want to know about progress made in hiring a new chief financial officer. Compaq has been without a CFO since April 1999. "We believe the analyst meeting starting this Thursday will increase confidence in the stock as investors get to meet the new CEO, Michael Capellas, and share a more detailed description of his turnaround plans," analyst Niles said.