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

To: GVTucker who wrote (158768)	7/24/2000 2:26:06 PM
From: Dan Spillane	Read Replies (1) \| Respond to of 176387

A new trend for Wall Street--selling on >backward-looking< numbers??

To: GVTucker who wrote (158768)	7/24/2000 2:34:57 PM
From: D.J.Smyth	Respond to of 176387

the WSJ keeps feeding traders a crock on the 2nd qtr on DJ. they've got Dell pegged for certain

To: GVTucker who wrote (158768)	7/24/2000 4:03:15 PM
From: Mike Van Winkle	Read Replies (1) \| Respond to of 176387

GVTucker re: DELL isn't discounting 23¢ for the quarter any more. It'll be a lot easier for DELL to act well after earnings with some of the momentum players out of the way. Well, let's see now. Dell grows units 22% (reference below), 2Q2000 earnings were .19 with very little investment income, simple math says Dell should be able to do better than the .21 analysts have been saying. Gabriel says we are good for .23. What is all the ruckus about? Does anybody do any math any more? Looks like we are on track for better than .92 for this year. Time for the long term holders to celebrate. Best, Mike "Dell's U.S. shipments soared almost 27 percent, and worldwide shipments surged 22 percent, according to IDC. Dell's U.S. market share rose to 19.6 percent, and global market share increased to 11.5 percent, IDC said."

To: GVTucker who wrote (158768)	7/24/2000 5:39:06 PM
From: Mike Van Winkle	Respond to of 176387

GVTucker re: It'll be a lot easier for DELL to act well after earnings Dell US and Europe was saved by Asia. Dell US just had a tough YOY comparison. Dell Europe is rebuilding after a couple of years of management issues. I would not expect help from Europe until 4Q as it takes time to get the right people and get them trained in the Dell way. With .23 for this quarter, .25 for 3Q and .27 for 4Q look achievable, for a .94 for the year. .94 would give Dell a yearly earnings growth of 38% (based on .68). The only flat tire I can see is Intel not supplying adequate processors. Other than that... Looks good to me. Best, Mike