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


To: DYW who wrote (152376)1/27/2000 10:18:00 AM
From: calgal  Respond to of 176387
 
DYW,

Keep your eye on Dell... as the article you just posted said "Dell Misses Estimates, Not Big Picture."

"For the long haul, however, Dell has the technology, management team, and busines model to reward shareholders for years to come."

Leigh



To: DYW who wrote (152376)1/27/2000 11:01:00 AM
From: stockman_scott  Respond to of 176387
 
More on DELL....FYI...

<<Thursday January 27, 10:40 am Eastern Time
Dell falls with profit warning
By Ian Simpson

NEW YORK, Jan 27 (Reuters) - Dell Computer Corp. (NasdaqNM:DELL - news) shares fell in early trade Thursday, weighed by another profit warning from the world's No. 2 computer maker.

Analysts were mostly upbeat despite Dell's warning that revenue and earnings would fall short of forecasts for the second quarter in a row.

Dell was off 15/16 at 39-7/16, slipping in volatile early trade that sent it as low as 38-39/64 and as high as 42-7/16.

Dell was by far the most heavily traded stock on the Nasdaq. More than 39 million shares traded hands in the first 40 minutes of trade, and more than 50 million by midmorning.

After markets closed on Wednesday, Dell warned revenue and earnings would fall short of expectations for the second quarter in a row.

Dell blamed the shortfall on parts shortages and a sales slowdown tied to Year 2000 computer bug fears.

The company said earnings for the fourth quarter ending Jan. 28 were expected to be about $430 million, or 16 cents a share, including a gain of about 1 cent per share from the sale of investments.

First Call/Thomson Financial, which tracks analysts' estimates for corporate earnings, put the consensus forecast at 21 cents a share.

Other leading computer stocks were mixed. Among them, Compaq Computer Corp (NYSE:CPQ - news) was off 6/16 at 28-7/8, Sun Microsystems Inc. (NasdaqNM:SUNW - news) was up 1-7/16 at 80-1/16 and International Business Machines Corp. (NYSE:IBM - news) was off 3/8 at 116-1/2.

Hewlett-Packard Co. (NYSE:HWP - news), which said on Wednesday that its fiscal first-quarter revenues and earnings were on track, was up 4 at 112-3/4.

The American Stock Exchange's index for computer hardware (^HWI - news) was up 1.25 percent.

Merrill Lynch analyst Steve Fortuna raised his near-term rating on Dell to buy from neutral. His 12-month target price is $52.

''It appears all the bad news could be behind us, allowing (the) stock to spring forth at last,'' he wrote in a report.

Credit Suisse First Boston analyst Michael Kwatinetz reiterated his strong buy rating on the shares.

Bear Stearns analyst Andrew Neff lowered his estimates for earnings per share. He kept his rating of attractive for the stock.

Ashok Kumar, an analyst with U.S. Bancorp Piper Jaffray, raised Dell's rating to strong buy from buy.>>
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Why aren't those impatient Fund Managers paying attention to these new upgrades on DELL stock ??....When will they ever learn..<VBG>??

Oh well, my AGIL and SEBL are purring right along. IMO, they are in the sweet spot of the e-business revolution.

Best Regards and Good Luck Investing Everyone.

-Scott




To: DYW who wrote (152376)1/27/2000 12:35:00 PM
From: Jock Hutchinson  Respond to of 176387
 
For the long haul, however, Dell has the technology, management team, and business model to reward shareholders for years to come.


Just not this year--or last year.