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

To: jim kelley who wrote (152538)	1/28/2000 12:07:00 PM
From: JRI	Read Replies (4) \| Respond to of 176387

Wow....Yesterday, I posted (to you) a 12-month price target of 52...and low and behold, Steve Fortuna of Merrill Lynch comes out (10 minutes later)..with the same 52 price target.. Now (per Stockman's posted article)...Kumar, apparently, is looking for 35% revenue growth (in the next year)...exactly what I posted in my analysis yesterday....Similiarly, Kumar believes Dell is trying to underplay (Intel/Microsoft) earnings in the coming period.... Sometime FUD does work! (you think some of these guys read the thread?)... On another thought, it did occur to me that none of the analysts are taking into account Dell's cash hoard.......and the possibility that Dell could buy some growth with it (in the coming year)...Although Dell has shown a distain of doing any-but-the-smallest-of-deals...I would love to see Dell do a nice, middle-sized (smart, of course) acquisition that could add some oompf to the bottom-line...what, I don't know...but the cash hoard in not being used very efficiency... Amazon layoffs? The beginning of quite a slide....