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

To: G.M. Flinn who wrote (151874)	1/24/2000 4:03:00 PM
From: hdl	Respond to of 176387

Jim Kelley,Some days it is nice to be short dell and qqq. I'm packing-moving tomorrow-turned in my cable box at Sam Goodys-saved $15-can't afford my beautiful apartment or to have Time Warner pick up the box-as I've been short dell for too long. Woud have been nice to watch cnbc while packing. Would have been nice to be able top pay the Israeli movers to pack for me. Actually, after going thru my papers, I could afford to as I have a little left despite my dell shorts.

To: G.M. Flinn who wrote (151874)	1/24/2000 5:03:00 PM
From: jim kelley	Read Replies (4) \| Respond to of 176387

From TakeYourReaming.com: 13:39 ET Dell Computer (DELL) 42 -1 3/4: --Update-- Robertson Stepens analyst Dan Nailes has issued a note saying he now sees Dell revs coming in near $7.0 bln vs his earlier estimate of $7.3 bln, this translates into approximately $0.19-0.20 cents in EPS versus the $0.21 cent consensus. Though ASPs in the quarter should be down only 1-2% q/q (versus Nailes' down 4% forecast) that units are likely to be up only in the low 50s y/y versus 66% forecast. Although, there could be a +- 3% error in his margin calculation depending on actual product mix. Consumer and small business demand is very strong at over 100% y/y, medium and large corporate demand has not been as strong as anticipated driven by soft lockdowns related to Y2K. Dan says it is hard for him to go public with this admission of errors in forecasting revenue, EPS and unit growth but he hopes it will be good for his character. He thinks his latest guess is better. He promises to be first to apologize if he is wrong again. He says there is no merit in the shareholder lawsuits against him and his firm because they publish disclaimers. Revenue shortfall of $200-300 mln possible although not assured because he is not certain; Corporate demand and profitability Are Issues because he is not sure of what the effect of W2K will be on sales. F2001 should improve driven by Win2K and corporate rebound but long-term growth may need to be lowered because trees do not grow to the sky. He says he realizes that DELL has gained 4% in WW marketshare over the year and is now number 1 in the US market for the second quarter in a row but frankly it just is not good enough.