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

To: Jim McMannis who wrote (152429)	1/27/2000 3:27:00 PM
From: Ed Forrest	Read Replies (1) \| Respond to of 176387

Jim Tell me what stock can disappoint two quarters in a row and still maintain a premium multiple? January '99 EPS: 16 cents. January 2000 EPS: 16 cents. That's zero growth. For a commodity box maker. Cheers Ed

To: Jim McMannis who wrote (152429)	1/27/2000 4:11:00 PM
From: JRI	Respond to of 176387

Jim...where have been??...the hot money left Dell a long time along- for the fiber, broadband, etc..plays..Dell (the stock) has been undergoing, starting Feb. 99, transition from a momo stock...to a solid, old-line tech play (a lot more like Intel, less like JDSU)..transition is coming to its conclusion...and, going forward, can appreciate more in-line with its EPS growth rate....so let's not pretend that the funny money is leaving Dell..it left long ago... Based on all current news and expectations,....Dell will go, only, with great difficulty, below 34-35...any lower, and there will be heavy, heavy buying everywhere (retail, institutional)....while it will take awhile to regain credibility and the market's confidence..we could hang out in the high 30's a while.....one good quarter, and much (but not all) will be forgiven.....the stock will go to the 40's...and hang until the next good report....Remember, now that Dell is no longer a momo...the downside potential (from here) lessens/while does also the upside...The last 2 "episodes" (October/current announcements) have been abysmal, but that does negate the history of several great years of great growth, and excellent management....In a Microsoft 2000 year (biggest upgreat in 5 years), there will be heavy corporate buying..also due to the internet....last I checked, no one has chucked their office computer and goes solely off of handhelds... ......Also, it is unlikely Dell will face anything close to the "external" problems of last year (component shortages, Y2K) that it did this past year...Much better external environment, it appear at this time... Anyway, Venkie said he's a buyer 30-35...that's really all you need to know...