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

To: rudedog who wrote (152857)	2/2/2000 1:00:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Rudy, I agree with your scenarios with one exception: 2) DELL provides a small "upside surprise", reporting .17 or .18 - the street becomes more skeptical about management's ability to provide accurate guidance, stock price becomes more volatile and institutional investors gradually move out... not the best scenario. Still might see 50s at year end but with less confidence. I think that this scenario would not have the result you predict. In all likelihood, the Street would see this as a tremendous upsurge in business at the end of the quarter and bid the stock up accordingly. I think the current Dell price assumes growth in the 30% range and a modest upside surprise may well cause investors to revise their estimates upwards. I believe that Meredith was quite frank (and perhaps a little conservative) in his projections, and I believe that Dell will likely post $.16. TTFN, CTC

To: rudedog who wrote (152857)	2/2/2000 2:10:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Rude, Hi!! RE: I would be interested in a combination of events which would propel stock price up as you suggest but can't see one myself. What if the inventory situation is getting straightened out and the orders came in heavy towards the end of the quarter? Proving that their earlier guidance from CC#2 and #3 were more accurate than what they just told us...that is... their latest "guidance" spoke of disappointments all around... With component costs perhaps dropping we may see this reflection in the call...Isn't stabilization of the DELL model why it has been so successful?...I would think that if we are back on low inventory we'd be certainly telling the street things are changing... Best, Kemble