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

To: GVTucker who wrote (158495)	7/13/2000 8:13:00 AM
From: Patrick E.McDaniel	Read Replies (1) \| Respond to of 176387

GV, which analysts have Dell at .23? Can you provide links? Pat

To: GVTucker who wrote (158495)	7/13/2000 11:59:13 AM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

GV, Dell has been discounted for over fifteen months relative to SUNW and other net peers, even while net based sales have soarded 400% per day, revenue has increased nearly 70%. MD stated "Dell is back on track". If "all" the analysts are expecting a love-in, this would represent a significant shift from the past. Your implication that since "all" expect bobby socks and parties, that "party-time" is priced in could well be wrong based on soured expectations for fifteen months. Because of past failed expectations, most former Dell money remains sidelined, even as Dell has gone to $52. Any significant improvement from past expectations could yield premium pricing for a change. I doesn't seem reasonable that "significant improvement" would be $.25 given past skeptical expectations that remain priced in. $.23 would represent a significant shift from the past expectations relative to momentum.