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

To: Dorine Essey who wrote (153562)	2/10/2000 10:40:00 PM
From: calgal	Read Replies (2) \| Respond to of 176387

Hi Dorine! It is ironic that now Dan Niles is defending Dell. Thanks Dan! I feel bad about what I said about him. He has make some excellent calls lately! :)Leigh 207.235.5.146 Moneyline talked with Dan Niles, computer analyst at BancBoston Robertson Stephens, about the DELL conference call. Niles believes DELL has hit bottom, and that people have not focused on their revenues of $6.8 billion. Michael Dell, CEO, reported demand picking up towards the latter parts of January and continuing into February and that there will not be a big rush to buy computers. Niles thinks it is significant that the pc will start getting more memory per box and consumers will want to make sure they have that for Windows 2000, so that's a benefit for DELL. Non-system revenues are a significant barometer. They are 16% of total revenue and almost 20% of pre-tax income. It is growing 40% - 50% on a year-over-year basis. Deal with AOL outside of classical hardware space. Conference call reported expectations of 5% sequential revenue growth on the top line; flattish EPS on bottom line including the 1c gain which will be ongoing. Niles feels DELL will do better going forward.