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

To: Dave Taylor who wrote (157213)	5/16/2000 4:32:00 PM
From: Lee	Read Replies (2) \| Respond to of 176387

PC/Server Earnings Estimate Date Vendor Q (Yahoo) Actual Revenues (yr/yr) Apr 13 GTW Q1 $0.41 $0.41 $2.34b +11% Apr 13 SUNW Q3 $0.22 $0.26 $4.0b +35% Apr 18 IBM Q1 $0.78 $0.83 $7.7b -12% (HRDWR only) Apr 19 AAPL Q2 $0.80 $0.88 $1.94b +27% Apr 25 CPQ Q1 $0.16 $0.19 $9.51b +1% May 11 DELL Q1 $0.16 $0.19 $7.28b +31% May 16 HWP Q2 $0.82 $0.87 $12.0b +17% biz.yahoo.com dailynews.yahoo.com biz.yahoo.com dailynews.yahoo.com biz.yahoo.com biz.yahoo.com biz.yahoo.com

To: Dave Taylor who wrote (157213)	5/16/2000 4:44:00 PM
From: D. Swiss	Read Replies (2) \| Respond to of 176387

Why do you think the HP earnings are great? because they beat the estimates? They are .02 ahead of last year, gross margins were down and they are going through cash like it is going out of style (down almost $2 billion from the prior year). Dell on the other hand has an ROIC of 292%, cash 75% ahead of last year, cash eps of 143% of eps, and people are yawning. And this was in the face of an investment in sales resources to prepare for their internet strategy, which shaved .03 / share of their eps. :o) Drew